• Work with advisors, field offices, and business partners to ensure compensation is paid appropriately.
• Adhere to state and federal regulations.
• Excel in a fast-paced position that will provide you with long term growth opportunity.
• Assisting advisors by recognizing and researching unusual, complex, or problematic situations.
• Communicating effectively with internal and external customers.

• Associates or Bachelor’s degree preferred or high school graduate required.
• 2+ years of experience required. Customer service, financial service industry experience preferred.
• Experience working in Salesforce is preferred.
• Ability to maintain a high level of accuracy and attention to detail.
• Requires good problem solving, organizational, analytical, oral and written communication skills.
• Ability to balance multiple priorities, willing to meet same day deadlines, and evaluate and improve processes.
• Work experience related to quality/production-based goals required.
• Basic math, organizational, reading comprehension and interpretation, and computer skills.

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

While our expertise spans the globe, we're bound by one common purpose: to foster 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, benefits and why we’re an exceptional place 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.

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