Advisor Support (Website and Customer Service)

About the Role

We are looking for a valued employee to join our Advisor Website Services team. You will work closely with business partners on issues related to our Advisor Website and other digital experiences. This role is not centered on software development, but rather on support, problem-solving, and delivering a high level of service to our business partners.

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. As Principal continues to modernize its systems, this role will offer you an exciting opportunity to build solutions that will directly impact our long-term strategy and tech stack, all while ensuring that our products are robust, scalable, and secure.

Responsibilities

• Work closely with Advisors, staff, and other business partners, requiring excellent communication, analytical, and problem-solving skills.
• Maintain high levels of service by assisting business partners with cases, calls, and requests.
• With guidance, learn, understand, and support Principal systems and web applications to provide top service to business partners.
• Understand how systems integrate with each other.
• Focus on growing new skills, learning existing tools, resources, and processes.
• Effectively deliver information in an understandable and appropriate manner between customers and engineers to resolve web and/or data-related issues.
• Own processes and issues, seeing them through to resolution, which may include researching and recommending solutions for web and/or data issues.
• Begin gaining an understanding of services the team is accountable to maintain.
• Provide input to the team while working on web and/or data-related topics.
• Stay current and engaged on industry trends.
• Perform other job-related duties or special projects as required.
• May be required to provide on-call support.

Requirements

• Bachelor's degree (preference in MIS, business, or related field).
• Basic planning, organizational, problem-solving, analytical, decision-making, and communication skills.
• Ability to maintain a high degree of accuracy and confidentiality.
• Desire and ability to learn new technology and continuously grow.
• Ability to work with people at all levels and demonstrate the ability to understand and embrace change.

Skills That Will Help You Stand Out

• Knowledge of insurance and financial services preferred.
• Demonstrated leadership abilities preferred.
• Strong time management skills preferred.

Benefits

• Flexible Time Off (FTO) for salaried (exempt) employees, providing the opportunity to take time away from the office with pay for vacation, personal, or short-term illness.
• Pension eligible.
• Comprehensive, competitive benefit offerings crafted to protect physical, financial, and social well-being.

Pay

Salary ranges reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Actual compensation will be based on geographic location, work experience, education, licensure requirements, and/or skill level.

Salary Range: $62,000 - $74,000 / year

Schedule

This role is located in Des Moines and offers a hybrid work arrangement (blending at least three office days in a typical workweek). During the training period, the role will be in the office 5 days/week. Hours covered are 7:30 a.m. to 5:00 p.m. CT.

Work Authorization

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role (including, but not limited to, students on F1-OPT, F1-CPT, J-1, etc.).

Additional Information

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 requirements may also apply to other positions across the organization.