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Financial Services Associate


Thousand Oaks, CA
Job Code:
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Job Details

Position Title: Financial Services Associate
Job Code: 415318
Job Location: California-Thousand Oaks

Under limited supervision and within established guidelines, our Financial Services Associates:

  • Provide information to customers.
  • Receive, evaluate and answer customer inquiries which are predominately routine but may require deviation from standard screens, scripts and procedures.
  • Use computerized system for tracking, information gathering, providing information, referrals, routine transactions and or troubleshooting.
  • May answer product, account, policy and service inquiries, resolve problems, and promote services by responding orally and or in writing.
  • May assess needs and suggest promote alternative services.
  • Typically has 2 to 5 years of directly related customer service experience and well developed knowledge of product features and transaction processing.
  • Handles most calls and transactions independently.

  • College degree or equivalent business experience required.
  • Strong people skills.
  • Proven record of dependability.
  • Punctual and reliable attendance of the service associates is critical to the success of a fast moving, inbound service center!
  • Financial services industry knowledge is a plus.
  • Must be able to learn & retain a large amount of technical information in a relatively short period of time.
  • Must be receptive to detailed and frequent performance feedback.
  • Proficiency with a keyboard and window-based applications, including Internet.
  • Proven self motivation skills.
  • Active listening skills.
  • Excellent oral and written communication skills.
  • Ability to excel in a team environment, as well as work well independently.
  • Organization and prioritization skills.
  • Ability to think like the customer and financial professional, with a passion to deliver top quality service.
  • Job offer is contingent upon successful completion of pre-hire requirements.
  • The Call Center is open from 8 am to 4 pm Monday through Friday. Overtime may be requested during high volume periods. 


To be considered, candidates must have the flexibility to be able to work any of the shift times within those hours. Actual shift assignments will not be determined prior to hire.


This position (and training) will be located at Prudential's office in Thousand Oaks, CA.

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: Customer Service and Call Center
Schedule: Full-time
Apply on the Company Site
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