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ESOP - Client Service Manager 2

Company

Principal Financial Group

Location

Charlotte, NC

Posted

July 21, 2026

Position Overview

**What You'll Do**

As an **ESOP Client Service Manager 2** on our Employee Stock Ownership Plan (ESOP) Administration team, you’ll establish and maintain effective relationships with ESOP clients to ensure growth, profitability, and retention in retirement services by providing high quality, efficient and prompt service, to meet customer expectations. You will partner with retirement plan service representatives and client advisors to enhance relationships between customer and company while independently handling and coordinating all aspects of a multi-process service offering for a designated group of clients.

**Here are some examples of the kinds of things you'll do:**

+ Perform accurate recordkeeping of client reporting and processing, owning the complete process, analyzing client source data, interpreting individual custom plan documents, preparing employee status and plan level trust/financial reports, process complex allocation transactions, and produ...

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