Joel Wiborg
Loyal, results-driven retirement administrator with a working understanding of pipeline, onboarding best practices, termination process, derisking liability and ongoing admin. of Defined Benefit & Contribution plans.
- Role
- Sr Client Onboarding Manager at Principal Financial Group
- Location
- Des Moines, IA, US
- LinkedIn followers
- 500 followers
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.
Experience
Sr Client Onboarding Manager
Feb 2013 — Present · Des Moines, IA, US
Administered comprehensive support for Defined Benefit plans, ensuring seamless onboarding for plan sponsors. • Collaborated with previous administration teams to transition client data and participant liabilities effectively. • Enhanced client satisfaction by streamlining processes, resulting in a 20% reduction in onboarding time. • Contributed to Principal Financial Group\'s reputation as a leader in financial services through exceptional client management.
Education
Drake University
Bachelor's degree
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