Senior Associate, Client Service Transfer Coordinator NQ
Core
Coordinate the transition of plan data and assets from prior providers to Principal's retirement platform, ensuring accuracy and timeliness.
Role type
Senior Associate, Client Service Transfer Coordinator
Builds
Retirement plan data transfers and asset migrations
Domain
Financial services / Retirement plans
Required skills
Data analysis, Reconciliation, Microsoft Excel, Problem-solving, Attention to detail, Time management, Data validation, Process improvement
Preferred skills
Alteryx, AI/automation tools, Retirement plan background, Data-intensive operational work
Technologies
Excel, Alteryx, AI tools
Responsibilities
Coordinate with prior providers and internal teams for data transitions, Analyze and reconcile plan data to investigate discrepancies, Utilize technology to reformat and validate data for upload, Manage multiple assignments with varying timelines, Leverage automation to enhance accuracy and efficiency, Support team knowledge sharing and process improvement
Seniority
Senior, hands-on IC
