What You'll Do:

• Daily Operations & Core Plan Support: Support daily operations and plan services for Pension Services. Monitor workflow, prioritize tasks, and bring up issues as needed to maintain service quality and client satisfaction.
• Client Account Support & Problem Solving: Support assigned client accounts and internal partners, ensuring accurate and compliant benefit payment processing. Assist with participant-level issues, special timing requests, and routine data reconciliation. Recognize and research routine or slightly complex issues and propose solutions within established guidelines. Document key actions taken and raise more complex situations to senior specialists or managers. Contribute to a positive client experience through timely and reliable support.
• Communication & Collaborator Engagement: Communicate clearly with internal and external clients to resolve plan or recordkeeping issues. Provide guidance on administrative procedures and documentation standards as appropriate. Collaborate with internal partners and cross-functional teams to support reliable service delivery. Share feedback on routine or moderately complex issues with clients, management, and internal collaborators.
• Reporting & Analysis: Run standard reports using TPSWeb, Benefit Payments, TAS, CSS, or other tools to support decision-making. Identify basic trends or patterns from data to assist with recommendations and improvements. Ensure accurate and consistent reporting to support client service.
• Team Support & Knowledge Sharing: Provide guidance to colleagues on standard procedures and routine tasks. Assist with training or procedural updates as needed. Act as a reference for a limited set of technical topics to help the team resolve routine issues. Support the team in addressing challenges, advancing more complex issues as needed.
• Process Improvement and Other: Follow established procedures while finding opportunities for small-scale process improvements. Contribute to training, special projects, or ad hoc initiatives.

Who You Are:

• 2+ years of experience in client service, financial services, or retirement plan operations is required. Equivalent experience can be demonstrated through work experience, training, military experience, or education.
• Working knowledge of benefit payment distributions of qualified and nonqualified benefit plans is a plus.
• Familiarity with plan and contract documents, administrative manuals, procedures, and company products and services is helpful.
• Ability to assist with internal tasks, contribute to problem-solving, and guide teammates as necessary.
• Skilled in working alone as well as alongside colleagues. You will respond swiftly to client demands and ensure support is accurate and timely, helping to improve client satisfaction.
• Strong written and verbal communication, interpersonal, basic math, organizational, reading comprehension, interpretation, and problem-solving skills.
• Overnight travel may be required on a limited basis.

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: $20.34 - $40.96 / hour Salary Details:
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:

Job Level

Client Service Specialist II

• 4+ years of experience in client service, financial services, or retirement plan operations is required. Equivalent experience can be demonstrated through work experience, training, military experience, or education.
• All other experience will be the same as above.

Work Environments

Work Authorization/Sponsorship

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Experience Principal

Principal is an Equal Opportunity Employer

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. Date First Posted (TTF): 7/1/2026 Latest Post Date: Careers - US: 7/22/2026

LinkedIn Remote Hashtag

: #LI-Remote