Associate, Client Service Transfer Coordinator

What You'll Do: As an Associate, Client Service Transfer Coordinator in our retirement client onboarding service area, you'll be responsible for independently establishing and maintaining strong relationships with prior providers to effectively transition clients to Principal's retirement plans. Your day will be filled with:

• Working with prior providers to confirm data gathering and transmission needs to assure timely and accurate transition of transfer funds for emerging to medium sized plans.
• Working closely with Transition Managers as well as other team members to collaborate and ensure all prior records transition smoothly and accurately.
• Identifying any issues with the prior data for resolution involving the Transition Manager and client.
• Communicating with external clients, Advisors, and TPA's during transition of retirement plan.
• Provide mentoring and training to internal and external customers. Make recommendations for procedure updates.

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years! Who You Are:

• At least 4+ years of related experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Pension recordkeeping knowledge preferred
• Strong working knowledge of computer applications including key Microsoft Office programs such as Excel and Outlook.
• Strong problem-solving, analytical, math, negotiation, detail oriented, and decision-making skills.
• Excellent time management, planning and organizational, and verbal and written communication skills.
• Self-starter who can work independently with all job levels.
• Strong attention to accuracy with ability to maintain confidentiality.
• Knowledge of business unit products is preferred.

Salary Range Information: Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range: $22.93 - $40.96 / hour Time Off Program: Personal Time Off (PTO) is provided to hourly (non-exempt) employees and provides a set amount of accrued time earned each pay period. Employees can use their PTO for vacation, personal or short-term illness. Pension Eligible: Yes Additional Information: Work Environments This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements (only if residing more than 30 miles from Des Moines, IA, or Charlotte, NC). You’ll work with your leader to figure out which option may align best based on several factors. Work Authorization/Sponsorship At this time, we're not considering candidates that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States? This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please use the following links: Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment Code of Ethics For Principal Global Investors positions, you’ll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization. Experience Principal At Principal, we value connecting on both a personal and professional level. Together, we’re imagining a more purpose-led future for financial services – and that starts with you. Our success depends on the unique experiences, backgrounds, and talents of our employees. And we support our employees the same way we support our customers: with comprehensive, competitive benefit offerings crafted to protect their physical, financial, and social well-being. Check out our careers site to learn more about our purpose, values and benefits. Principal is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available beyond the applicable deadline. Date First Posted (TTF): 1/12/2026 Latest Post Date: Careers - US: 1/12/2026 LinkedIn Remote Hashtag : #LI-Remote Apply tot his job Apply To this Job