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What You'll Do

Looking for a career with the opportunity to learn and belong to a great team in a high growth business? Come talk with us! If you are a great communicator, with strong numerical and critical thinking skills, enjoy problem-solving, and working closely with outstanding clients – this is an opportunity for you!

As a **Client Service Associate** on our Employee Stock Ownership Plan (ESOP) Administration team **,** you’ll be learning and assisting with processes supporting the administration and management of the ESOP under the guidance of senior administrators, and you’ll contribute to accurate record-keeping, participant support, and plan reporting, while gaining expertise in ESOP regulations and best practices.

Here are some examples of what you'll be doing:

+ Participating in comprehensive training sessions to gain a thorough understanding of the complete lifecycle of ESOP (Employee Stock Ownership Plan) recordkeeping and client service.

+ Collaborating effectively with Client Service Managers to perform a variety of plan administration tasks including reviewing and analyzing client-provided source data to ensure accuracy.

+ Preparing detailed employee status updates and plan-level trust and financial reports.

+ Managing complex allocation transactions, ensuring all steps comply with established regulations.

+ Conducting compliance testing to confirm that the ESOP adheres to relevant legal and regulatory guidelines.

+ Serving as the primary point of contact for a designated caseload of clients, delivering exceptional service and fostering strong client relationships.

+ Collaborating with internal and external partners to ensure smooth execution of client deliverables.

+ Performing other job-related duties or special projects as required.

As the #1 recordkeeper of Employee Stock Ownership Plans, Principal provides a wide range of expertise and support to our clients serving nearly 1,200 custom plans involving various levels of complexity. You will proactively assist clients in understanding requirements, plan language and provide a wide range of services and proactive consulting in a talented team environment.

Who You Are

+ 1+ years of accounting or finance or equivalent experience.

+ Associate or bachelor’s degree preferred.

+ Strong organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines.

+ Must have the ability to balance working independently while working in a team environment.

+ Proficiency in MS Office Suite, including Excel.

+ Must be prepared to complete training within the first year and demonstrate proficiency in different aspects of recordkeeping and service standards.

+ Demonstration of a professional attitude and a willingness to learn.

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)

$25.96 - $47.31 / 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 now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, 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) and 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

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 (https://www.principal.com/about-us/careers) 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.

Original Posting Date

7/29/2025

Most Recently Posted Date

7/29/2025

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