Specialist, Fund Shareholder Services

What You'll Do

You will provide mutual fund transaction processing and maintenance services to mutual fund shareholder accounts. Success in this career is warranted with having high attention to detail, "big picture" mentality, and being intellectually curious!

Your day will be filled with :

• Providing timely and detailed responses to shareholders, sales force and / or shareholder services team through various communication means.
• Assisting in the development and implementation of new work procedures and processes.
• Guaranteeing customer satisfaction through completing routine shareholder transaction processing services in a timely and accurate manner.
• Representing the company in a professional manner that cultivates a long-term relationship through education with shareholders and sales force.
• This role is associated with FINRA and would require fingerprinting. While this level does not require FINRA licensing, further development within this department would require FINRA Series 6 or 7 licensing.
• Perform other job-related duties or special projects as required.

Who You Are

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 (Non-Exempt expressed as hourly; Exempt expressed as yearly)

$19.47 - $35.19 / 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

No 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, NC, or Raleigh, NC).

While we're open to remote opportunities, our focus for this role will be finding qualified candidates that can work a hybrid schedule at our Des Moines, IA location.

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.

Original Posting Date

10 / 8 / 2025

Most Recently Posted Date

10 / 8 / 2025