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Director of Client Services

Prudential


Location:
Scranton, PA
Date:
02/23/2018
2018-02-232018-03-24
Job Code:
452518
Prudential
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Job Details

Position Title: Director of Client Services
Job Code: 452518
Job Location: Pennsylvania-Scranton
Description:
This position is located in Dubuque, IA or Scranton, PA
 
The Client Relations and Business Development (CRBD) Director of Client Services is responsible for managing all Managers of Client Service Managers (CSM) for Prudential’s largest defined contribution and defined benefit clients.  Primarily responsible for managing and coaching Managers as well as designing consistent roles, methods, policies, and processes for CSMs that are consistently applied and leverageable across all regions.  Primarily focused on defining CSM practices for market segments (Corporate, Government, Taft-Hartley, and Tax Exempt) that align with Prudential’s goals and objectives, product offerings, and desired client and intermediary experiences.  This role serves as a primary voice of the client to influence improvements and enhancements of their service experience and serves as a primary escalation point for prioritizing Prudential's delivery of client needs in these markets.  
The leader in this role sets the overall client service manager strategy, actively addresses areas of talent development, identifies themes and influences change in how key business partners (operations, marketing, sales and strategic relations) collaborate to service our clients and continuously coach client service managers on new processes and enhanced methods for service activities they support.  This leader will work closely with managers to continue to elevate the skill sets of client service managers and identify future skills needed to support the fast-paced changes in the service industry.  This individual will serve as the executive voice for Prudential Retirements client service area for the largest and most impactful Prudential Retirement client relationships and is expected to set and coordinate client service policies across all segments. 
 In addition, it is expected that the successful candidate for this position will play a key role in designing and enhancing service experiences, resources, materials, and tools in an evolving business model while managing business risks related to client servicing.
 
Responsibilities include:
  • Coach, develop and manage the leaders of 8 client service teams in support of Prudential Retirement’s largest clients.
  • Act in partnership with our Key Account and Relationship Management leaders to ensure best in class client experience.
  • An expert in market needs, particularly from a servicing and compliance perspective, and able to effectively converse with executive level clients and their intermediaries about these topics. 
  • Understand competitive and best practices, and can view Prudential practices through that lens.
  • Drive cross functional collaboration and strategic alignment across multiple business functions to achieve favorable business outcomes.
  • Interact with clients and intermediaries as the senior leader of the client service group, acting in the capacity of service executive at client and intermediary events and key client and intermediary meetings.  (Does not own specific client relationships, and does not serve as main contact or day to day contact for any clients or intermediaries.
  • Resolve critical escalated service issues from clients and intermediaries as a final escalation point.  

  • Minimum of 5-10 years of experience in financial services, with a strong preference for 5 years of Retirement industry experience
  • Significant experience leading teams in both direct and matrix relationships.
  • Strong history of talent acquisition, management, retention, and development success.  In addition, managing through change and the development of roles and responsibilities to address future industry expectations.
  • Proven expertise in designing and driving strategic business changes and initiatives across a large population.  Ability to lead new approaches, ways of thinking to deliver results, and organizational changes.
  • Demonstrated ability to interact and influence clients and intermediaries across all business segments.  Deep understanding of client and intermediary needs.  Deep understanding of intermediary market and business models. 
  • Demonstrated ability to act as the service executive in establishing effective relationships with clients and intermediaries, internal partners, and with peers.
  • Demonstrated ability to recognize, articulate, and analyze the impact of key trends in client servicing needs across all segments.
  • Demonstrated ability to effectively prioritize multiple competing priorities. 
  • Historical success in influencing clients and intermediaries in product adoption and service standardization opportunities. 
  • Solid level of expertise in ERISA policies and able to interpret technical jargon into effective client and intermediary language.  Must understand the business and service impacts of technical regulations and laws as they change over time.
  • Must possess or be willing to obtain FINRA Series 6, 63 and 26 licenses plus state insurance licenses.
  • Willingness to travel 30% of the time
  • Located in Scranton, PA or Dubuque, IA

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: Banking/Financial Services
Schedule: Full-time
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