What are the responsibilities and job description for the BD Customer Experience Specialist I position at Principal Financial Group?
What You'll Do
As a
BD Customer Experience Specialist I
you'll support all needs and questions of business unit, registered representatives, and clients within our Broker Dealer Services space, to ensure information is complete, precise, communicated, and maintained..Here's a few examples of the things you'll do : Provide daily phone support to Principal Financial Network's financial professionals and clients related to brokerage accounts that hold a wide array of securities. A team member handles their own case load and will respond to questions and resolve problems relating to potential and existing customer accounts, completed trades, money movement, compliance regulations, available products, and industry information. A team member also provides phone support related to broker dealer questions on direct held accounts. Phone volumes will have seasonal variance, but a team member can expect to handle approximately 40-50 calls per day. Provide quality customer service by providing detailed, accurate, and timely communications. Provide system assistance and proactively educates financial professionals and clients on software used to enter trades, view accounts, obtain research, and manage portfolios. Encourage users to learn new functionality and help them to submit orders through the system. Perform other job-related duties and special projects as required including responding to incoming emails from financial professionals and customers.
Who You Are
Bachelor's degree in a business-related field or equivalent experience required. Customer service, organizational and telephone skills required. Must have excellent verbal / written communication skills, including telephone communication experience. Must be self-motivated, able to work in a team environment, able to multi-task, detail oriented and able to maintain strict confidentiality guidelines. Requires basic computer skills with the ability to efficiently navigate within numerous software and web applications. Must have ability to acquire strong knowledge of business unit products, processes, and systems. Broker Dealer experience is a plus. Call center experience is preferred but not required. May be required to work non-traditional hours to meet customer needs. FINRA registrations (Series 6) required.
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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)
18.39 - $35.19 / 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
Additional Information
Work Environments
This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements.
Hours
9 : 15am-6 : 00pm CST Monday - Friday
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 (https : / / www.uscis.gov / working-in-the-united-states / temporary-nonimmigrant-workers)
Green Card for Employment-Based Immigrants (https : / / www.uscis.gov / green-card / green-card-eligibility / 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
While our expertise spans the globe, we're bound by one common purpose : to cultivate a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values (https : / / www.principal.com / about-us / careers#core-values) , benefits (https : / / www.principal.com / about-us / careers#benefits) and why we're an exceptional place (https : / / www.principal.com / about-us / careers#reputation) to grow your career!
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.
Original Posting Date
1 / 2 / 2025
Most Recently Posted Date
1 / 2 / 2025LinkedIn Remote Hashtag\#LI-Remote
Salary : $18 - $35
Customer Experience Specialist 1 - Group Administration
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