The Associate Client Documents & Systems Analyst provides specialized expertise in onboarding new non-qualified plans and implementing changes to existing non-qualified plans.
This includes the creation and revision of plan documents along with building the plan's provisions on Principal's recordkeeping platform .
Supports the onboarding and updating implementation processes both tactically and strategically to ensure satisfaction of all stakeholders.
Partner with the Client Onboarding Manager, Client Service Manager, and other internal teams to create a smooth onboarding or updating experience while prioritizing and processing daily work demands through various tools to meet customer and team needs. Manage the process of creating and revising plan documents with the necessary language and attachments to achieve the desired plan setup. Ensure all contracts are established properly on all systems. Create accurate enrollment experiences through online setup and proper support materials.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Analyze and communicate the impact of selected provision on overall plan structure and administration . Recognize unusual situations, proactively do independent research and/or coordinate with internal partners to find solutions and communicate those findings to affected parties.
Identify and implement solutions for operational efficiencies within client onboarding services as well as develop and maintain documentation & procedures for the processes utilized. Make recommendations and assist with implementation with an objective of department efficiency, and ultimately, increased customer satisfaction.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Provide guidance to Client Onboarding Manager or Client Service Manager on specific client information or direction necessary to create or revise documents and plan provisions. Coordinate with Client Onboarding Manager or Client Service Manager on deliverables with special timing needs .
Promote team development through shared knowledge and information with team members in working to resolve unusual or challenging situations. Assist with the training and mentoring of other team members. Provide technical assistance for other roles or tasks and procedures. li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Perform quality assurance and internal audits at various points in the process.
Maintain a comprehensive knowledge of our record-keeping system, plan contract, services and plan/service documents.
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Other job related duties or special projects as needed.
Relevant professional experience in onboarding, insurance, financial services, or comparable functions, demonstrated through a combination of work experience, training, military experience, and/or education, totaling 6+ years.
1+ years of related non-qualified experience, preferably within Principal.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Proficiency with MS Word, MS Excel, and Salesforce.
Extensive knowledge and understanding of non-qualified plans, terminology, contract documents, manuals and procedures.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Advanced business unity knowledge and technical skills of non-qualified products and regulations.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Experience analyzing and communicating the impact of non-qualified plan provisions.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Ability to recognize document interdependencies and system relationships.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Strong oral and written communication skills.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Ability to identify missing or conflicting information and communicate corrective action needs.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Must be accurate , organized, able to meet deadlines and follow through on tasks.
li",201340122,"2",134233614,"true",469778129,"ulli",335572020,"1",469778324,"Normal"]}">Ability to build and maintain good relationships within the organization.
The following locations are examples of market-specific salary ranges across different geographies.
Wichita, KS: $22.93 - $30.72 / hour
Des Moines, IA: $24.21 - $32.43 / hour
Charlotte, NC: $25.48 - $34.13 / hour
Chicago/Minneapolis: $28.03 - $37.55 / hour
Los Angeles/New York City: $30.58 - $40.96 / hour
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements.
Work Authorization And 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.
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.
About Principal Financial Group
Financial Services19700 employeesFounded 1879
Providing retirement planning, asset management, and insurance services globally.
