Tyson Smith
Ankeny,IA
Summary
Client Service Manager with a proven track record in maintaining comprehensive administrative operations for retirement vehicles and mentoring new hires. Demonstrates collaborative skills through successful partnerships with Elite Advisors and Relationship Managers, effectively managing over 200 retirement plans. Adept in project management and customer service, with a focus on delivering innovative solutions and ensuring compliance across various plan types.
Overview
8
8
years of professional experience
Work History
Client Service Manager
Principal Financial Group Inc
02.2025 - 11.2025
- Monitored daily recordkeeping and administrative functions of various retirement vehicles
- Assisted with investments, compliance government reporting and plan document questions
- Mentored new hires
- Coordinated compliance testing and provided consultation and analysis on test results
Senior Client Service Associate
Principal Financial Group Inc
10.2022 - 02.2025
- Serviced Elite Advisor block
- Partnered efforts with Elite Advisors, Relationship Managers and Relation Consultants
- Demonstrated ability to work collaboratively in a team service model as well as individual support work
- Worked with 200+ individually assigned plans
Client Service Associate
Principal Financial Group
12.2020 - 10.2022
- Coordinated all aspects of service for retirement plans
- Subject matter expert for Conversions (Bundled to TPA), Distributions and Service Agreements
- Managed various plan types, including Defined Contribution, Defined Benefit and Non-Qualified Plans
Retirement Specialist II
Principal Financial Group
05.2019 - 12.2020
- Educated and assisted 401K participants via inbound phone calls
- Participated on a small team that mentored and trained new hires
- Performed effectively in both an office environment and remote work
Life Insurance Sales Representative
Primerica
06.2018 - 08.2018
- State of Iowa life insurance license
- State of Oklahoma life insurance license
Marketing & Administrative Intern
The Achievement Group
06.2017 - 08.2017
- Managed thousands of files of existing agent/client contracts
- Set up client meetings for new potential business, corresponded with multiple agencies to update contracts and communicated contract specific information
- Sorted mail and dispersed to correct departments and employees.
Education
Bachelor of Science - Business Marketing
Grand View University
Des Moines, IA05-2019
Skills
- Business services support
- Complaint resolution
- Client rapport
- Project management
- Team leadership
- Time management
- Problem solving
Timeline
Client Service Manager
Principal Financial Group Inc
02.2025 - 11.2025
Senior Client Service Associate
Principal Financial Group Inc
10.2022 - 02.2025
Client Service Associate
Principal Financial Group
12.2020 - 10.2022
Retirement Specialist II
Principal Financial Group
05.2019 - 12.2020
Life Insurance Sales Representative
Primerica
06.2018 - 08.2018
Marketing & Administrative Intern
The Achievement Group
06.2017 - 08.2017
Bachelor of Science - Business Marketing
Grand View University