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Customer Experience Specialist 2

Role overview

Qualifications

  • 4+ years of customer service experience or equivalent
  • Excellent verbal and written communication skills
  • Proficient with desktop applications such as MS Office and Internet browsers
  • Ability to handle multiple tasks in a fast-paced environment

Responsibilities

  • Educate clients by answering inbound phone inquiries about general product knowledge and maintenance of accounts
  • Respond and anticipate the customer's needs on multiple products or processes
  • Build customer relationships by handling/resolving requests in real-time
  • Identify innovative solutions to improve customer experience

Key facts

Hard skills

Other skills

  • Customer Service
  • Communication
  • Problem Solving
  • Relationship Building
  • Microsoft Office
  • Typing
  • Multitasking
  • Adaptability
  • Decision Making
  • Financial Literacy
  • Detail Oriented
  • Client Confidentiality

About the company

Principal Financial Group logo

Principal Financial Group

Financial Services

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 45M customers plan, protect, invest, and retire. Along the way, we commit to supporting the communities where we do business. Improving our planet. And building a diverse, inclusive workforce. We’re proud to be recognized as one of the World’s Most Ethical Companies, a member of the Bloomberg Gender Equality Index, and a Top 10 “Best Places to Work in Money Management.*” *Pensions & Investments, 2020 Disclosure: Principal® is an Affirmative Action and Equal Opportunity Employer and an E-Verify participant. All qualified applicants will receive consideration for employment without regard to of age, race, color, religion, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status, or any other characteristic protected by law. Principal will never ask for money during any stage of the employment application or hiring process. If you're asked to send money or share personal financial information as part of next steps in the process, do not engage or respond. Contact Principal Human Resources at 833-261-3736 and your local law enforcement. The Principal Financial Group Foundation, Inc. (the “Principal Foundation”) is a duly recognized 501(c)(3) entity focused on providing philanthropic support to programs that build financial security in the communities where Principal Financial Group, Inc. (“Principal”) operates. While the Principal Foundation receives funding from Principal, the Principal Foundation is a distinct, independent, charitable entity. The Principal Foundation does not practice any form of investment advisory services and is not authorized to do so. principal.com/social-media-disclosures

Company details

Company typeXLarge
IndustryFinancial Services
Company size10001

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Job description

What You'll Do:

We’re looking for a Customer Experience Specialist 2 to join our Income Payments team. In this role, you’ll serve as our primary customer service contact, providing a high level of value and service while developing effective working relationships across our organization. This role will offer you the opportunity to work closely with Principal’s customers, solving problems, resolving issues, and helping to build their financial confidence.

Here are a few examples of the kinds of things you’ll do: 

  • Educate clients by answering inbound phone inquiries about general product knowledge and maintenance of accounts
  • Respond and anticipate the customer's needs on multiple products or processes while using and navigating several systems and web applications
  • Build customer relationships by handling/resolving requests real-time, providing accurate information, anticipating future concerns and effectively communicating next steps
  • Identify innovative solutions to improve customer experience and identify voice of the customer opportunities for the enterprise

Operating at the intersection of financial services and technology, Principal builds financial tools that help our customers live better lives. We take pride in being a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and customer focus have made us a trusted leader for more than 140 years!

Who You Are:
  • You have 4+ years of customer service experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.
  • Demonstrates excellent verbal and written communication skills.
  • Proficient with desktop applications such as MS Office and Internet browsers along with excellent typing skills.
  • Ability to effectively navigate within numerous software and web applications.
  • Ability to handle multiple tasks in a fast-paced environment with attention to detail.
  • Must be able to maintain confidentiality.

Skills That Will Help You Stand Out

  • Ability to adapt to frequent change, make independent decisions and take ownership to resolve issues.
  • Strong proficiency with business unit products, processes and systems.
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 - $36.35 / hour Salary Details:

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

  • Wichita, KS: $20.34 - $27.26 / hour
  • Des Moines, IA: $21.47 - $28.77 / hour
  • Charlotte, NC: $22.60 - $30.29 / hour
  • Chicago/Minneapolis: $24.86 - $33.32 / hour
  • Los Angeles/New York City: $27.12 - $36.35 / hour
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:

Work Environment

This role offers a remote work environment. Employees who live within 30 miles of our Des Moines, IA office may be invited to join occasional in-person team activities and events throughout the year to foster collaboration, connection, and team culture. 

Hours

Hours of operation are Monday through Friday, 7:00 a.m. to 5:00 p.m. Central Time. You would need to be willing to work any hours during this time to meet customer needs and work non-traditional hours when the business need arises.

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Investment Code of Ethics

For Principal Global Investors 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): 10/5/2026 Latest Post Date: Careers - US: 10/5/2026

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Marcus Rivera

Chief Revenue Officer

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