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Relationship Manager

Prudential


Location:
Moosic, PA
Date:
01/19/2018
2018-01-192018-02-17
Job Code:
447898
Prudential
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Job Details

Position Title: Relationship Manager
Job Code: 447898
Job Location: Pennsylvania-Moosic
Description:

Since 1928, Prudential has been an industry leader in the Pension Risk Transfer market and has partnered with pension plan sponsors and their advisors to provide secure retirement income.  As the #1 largest manager of U.S. pension buy-outs based on assets, Prudential’s Pension Risk Transfer team (PRT) is a proven leader in the ability to administer benefit payments to more than 1.3 million annuitants and supports more than 4,400 Defined Benefit plans.

 

Job Description

The Relationship Manager (RM) is the primary liaison between Prudential and institutional Defined Benefit (DB) clients.  The RM role is responsible for the daily oversight of client service delivery in support of plan administration and client needs. 

 

Primary Responsibilities:

  • Provides day-to-day administrative support to DB clients, including larger and/or more complex contracts.
  • Facilitates client requests, troubleshoots, and provides timely problem resolution.
  • Partners closely with internal business partners to ensure all client needs are met.
  • Drives client engagement by building, maintaining and enhancing relationships with clients.
  • Establishes a consultative and partnership-driven approach with client’s mid-level management to C-Suite executives, third party administrators, actuaries, and auditors.
  • Assesses financial data, initiates billing and payments, and ensures communication of timely reporting.
  • Ensures contractual compliance and coordinates distribution of contract amendments, agreements, and trust documents.
  • Provides contractual education through periodic client meetings to review contract features, relationship history, roles and responsibilities, and transactional and financial history.
  • Identifies and initiates process improvements
  • Leverages business intelligence with internal business partners to increase potential for new business 

  • Minimum of 3 years of financial services experience
  • Retirement industry experience is strongly preferred and Defined Benefit experience is a plus
  • Bachelor’s degree or relevant work experience
  • Self-motivated, enthusiastic individual who displays passion, commitment and drive to provide exceptional client service 
  • Excellent written and verbal communication and interpersonal skills including ability to easily engage others in dialogue and build/enhance relationships
  • Ability to work as a team member as well as independently
  • Strong project management skills with ability to prioritize and manage multiple projects while meeting deadlines
  • Applies strong problem-solving and analytical skills to meet clients’ needs
  • Demonstrates initiative, a commitment to continuous learning and the ability to adapt to changing demands and requirements
  • Proficient in Microsoft Office, Outlook, and Skype. Experience with mail merges, Excel VLOOKUPs, and PowerPoint creation.
  • State Life Insurance and FINRA Series 6 and 63 preferred, not required

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: Sales
Schedule: Full-time
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