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Client Service Manager, Retirement Services

Prudential


Location:
El Segundo, CA
Date:
12/12/2017
2017-12-122018-01-10
Job Code:
437838
Prudential
Apply on the Company Site
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Job Details

Position Title: Client Service Manager, Retirement Services
Job Code: 437838
Job Location: California-El Segundo
Description:
The Client Service Manager 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 retirement plan clients and key intermediaries, ensuring client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, client retention, product sales, plan profitability, and fund investment performance. This position also works closely with sales, recordkeeping and operations staff, to ensure the best possible outcomes for our clients. This role may also participate in sales finalist presentations. This is an exempt level position and is not eligible for overtime.
 
The position will be part of the Non-Qualified Service Team, which has responsibility for Executive and Director Deferred Compensation plans.  The ideal candidate has three to five years of relationship management or plan administration experience Industry (Non-Qualified plan experience a plus), possesses strong verbal and written communications skills, knowledge of the retirement industry and competitive environment.

  • Bachelor’s degree or relevant work experience
  • Minimum of 3 years experience working in financial services
  • Knowledge of and understanding of Retirement Industry (Non-Qualified plan experience a plus)
  • Technical knowledge of record keeping systems / processes a plus
  • Proven excellent customer service skills and progressive probing skills
  • Strong verbal and written communication skills
  • Strong commitment to timing and quality standards
  • Ability to understand and apply complex compliance concepts
  • Ability to identify and facilitate issue resolution
  • Proven ability to take initiative
  • Proven prioritization and organizational skills
  • Proven ability to understand and apply new concepts and products
  • Ability to work on multiple tasks simultaneously
  • Ability to react and adapt to changes in a positive and productive manner
  • Ability to handle other essential tasks as assigned
  • Ability to work independently and as a team player
  • Ability to travel (between 15% – 20% of travel is required), and
  • NASD Series 6, 63, and Life and Health Insurance licensing required within 120 days of employment

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 www.prudential.com 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 staffingagencies@prudential.com for more information about doing business with Prudential.
Job Function: Insurance/Financial Service Sales
Schedule: Full-time
Apply on the Company Site
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