Verified recordFinancial Services

Joel Wiborg

Sr Client Onboarding Manager at Principal Financial Group

Based in Des Moines, United States

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Seniority

Manager

Department

Customer/Client Service

Location

Des Moines

Industry

Financial Services

Company size

24K

Contact information

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Email

1 credit

j•••••••@principal.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Joel Wiborg

As a Sr. Client Onboarding Manager at Principal Financial Group, I have been administering and consulting with plan sponsors in all facets of Defined Benefit plan support functions for over 12 years. I work closely with prior administration to bring the client data and participant liabilities to Principal for ongoing administration. My goal is to ensure smooth transitions and provide excellent service to our clients. I have a Bachelor's degree in Communication and Media Studies from Drake University, which has helped me develop strong communication skills that I use daily in my role. I am passionate about helping clients achieve their retirement goals and providing them with the best possible service.

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