Senior Associate, Client Operations Analyst

What You'll Do:

The Senior Associate, Client Operations Analyst supports day-to-day client service activities by coordinating workflow, maintaining process documentation, preparing reporting, and responding to research requests. This role works with Client Service Managers and internal partners to support accurate, timely, and compliant service delivery for assigned clients.

• Support daily workflow: Supports daily work for assigned clients by tracking deliverables, organizing priorities, and escalating issues or exceptions as needed to help ensure timely service.
• Maintain process documentation: Assists with developing and updating client-specific process documentation to support consistency, knowledge sharing, and adherence to established requirements.
• Prepare reporting: Prepares, reviews, and distributes routine and customized reports for clients and internal partners, helping ensure information is accurate and complete.
• Partner on service needs: Works closely with Client Service Managers and internal teams to support client needs, address service questions, and help implement practical solutions.
• Conduct research: Responds to research requests from clients and internal partners by gathering information, reviewing available data, and providing clear summaries or next steps.
• Other duties as assgined.

Who You Are:

• 2+ years of experience in client service, financial services, or plan/policy operations or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• Working knowledge of plan/policy administration and financial concepts, with the ability to apply procedures accurately and efficiently.
• Non-Qualified plan experience is preferred.
• Strong attention to detail and ability to identify, troubleshoot, and resolve data discrepancies.
• Proficient in Microsoft Office, Excel, and experienced with recordkeeping or workflow systems.
• Good communication skills and ability to interact professionally with clients and team members.
• Able to manage multiple tasks and prioritize in a fast-paced environment.

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: $55800 - $100800 / year Salary Details:

The following locations are examples of market-specific salary ranges across different geographies.

• Wichita, KS: $55,800 - $75,600 / year
• Des Moines, IA: $58,900 - $79,800 / year
• Charlotte, NC: $62,000 - $84,000 / year
• Chicago/Minneapolis: $68,200 - $92,400 / year
• Los Angeles/New York City: $74,400 - $100,800 / year

Time Off Program: Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. 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, Charlotte and Raleigh, 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 applicants 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 Asset Management 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 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. Date First Posted (TTF): 5/29/2026 Latest Post Date: Careers - US: 5/29/2026

LinkedIn Remote Hashtag

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