BD Customer Experience Specialist I at Principal… · Remote

Summary: Principal Financial Group is a financial services company. The BD Customer Experience Specialist I supports business units, registered representatives, and clients within Broker Dealer Services by answering questions, resolving account and transaction issues, providing system assistance, and responding to emails.

Responsibilities:
- Provide daily phone and chat support to Principal Financial Network’s financial professionals and clients related to brokerage accounts that hold a wide array of securities. A team member handles their own case load and will respond to questions and resolve problems relating to potential and existing customer accounts, completed trades, money movement, compliance regulations, available products, and industry information. A team member also provides phone support related to broker dealer questions on direct held accounts. Phone volumes will have seasonal variance, but a team member can expect to handle approximately 40-50 calls per day. Provide quality customer service by providing detailed, accurate, and timely communications
- Provide system assistance and proactively educates financial professionals and clients on software used to enter trades, view accounts, obtain research, and manage portfolios. Encourage users to learn new functionality and help them to submit orders through the system
- Perform other job-related duties and special projects as required including responding to incoming emails from financial professionals and customers

Required Qualifications:
- Bachelor's degree in a business-related field or equivalent experience required
- Customer service, organizational and telephone skills required
- Must have excellent verbal/written communication skills, including telephone communication experience
- Must be self-motivated, able to work in a team environment, able to multi-task, detail oriented and able to maintain strict confidentiality guidelines
- Requires basic computer skills with the ability to efficiently navigate within numerous software and web applications
- Must have ability to acquire strong knowledge of business unit products, processes, and systems
- Broker Dealer experience is a plus
- May be required to work non-traditional hours to meet customer needs
- Active FINRA Series 6 registration required
- Series 7 registration preferred
- At this time, we're not considering candidates 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

Preferred Qualifications:
- Call center experience is preferred but not required

Required Skills: FINRA Series 6 Registration, Broker-Dealer Experience, FINRA Series 7 Registration, Call Center Experience, Verbal and Written Communication

Benefits: Non-sales positions have the opportunity to participate in a bonus 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, This role offers in-office, hybrid (blending at least three office days in a typical workweek), and remote work arrangements.