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Client Service Manager


Dubuque, IA
Job Code:
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Job Details

Position Title: Client Service Manager
Job Code: 451779
Job Location: Iowa-Dubuque
The Client Service Manager (CSM) is a professional level position that requires the ability to work both independently and as part of a team. This role is responsible for maintaining and enhancing relationships with existing defined contribution retirement plan clients and possibly defined benefit, non-qualified, tax exempt and/or governmental plans, as well as financial advisor relationships. The CSM will ensure client satisfaction through client interactions to consult on administrative updates, flawless execution of plan enhancement and management of all client projects. This position also works closely with sales, recordkeeping and operations staff, and provides guidance to more junior staff within the team. The ideal candidate will possess strong verbal and written communications skills, along with a solid knowledge of the retirement industry and competitive environment.

  • Minimum of 3 years of proactive service experience, ideally in a financial services environment
  • Retirement services background strongly preferred; tax-exempt experience considered a plus
  • Bachelor’s degree preferred 
  • Excellent verbal and communication skills and presentation skills
  • Strong commitment to timing and quality standards
  • Proven analytical and technical skills
  • Proven ability to work on multiple tasks simultaneously
  • Ability to work independently and be a team player
  • Proven organizational skills and prioritization skills
  • Ability to react to change productively and handle other essential tasks as assigned
  • Travel up to 10% is required
  • FINRA Series 6 & 63 and life insurance licenses required within 120 days of hire

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit to learn more about our values, our history and our brand.

Prudential 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, genetics, disability, age, veteran status, or any other characteristic protected by law.

Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at for more information about doing business with Prudential.
Job Function: Operations
Schedule: Full-time
Apply on the Company Site
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