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Sr. Client Service Manager


Dallas, TX
Job Code:
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Job Details

Position Title: Sr. Client Service Manager
Job Code: 466418
Job Location: Texas-Dallas
The Sr. 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 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 Sr. Client Service Manager will participate in finalist presentations, will be responsible for resolving the most complex problems and is assigned to larger clients. This role has overall responsibility for client relations, day-to-day service and administrative issues. This role may provide guidance to more junior staff. The ideal candidate has at least five years of relationship management experience (Non-Qualified plan experience a preferred), possesses strong verbal and written communications skills, knowledge of the retirement industry and competitive environment.
We will consider strongly qualified candidates anywhere in the US.

  • Minimum of 3-5 years of experience in retirement services required (NQ plan experience preferred)
  • Bachelor’s degree or equivalent experience
  • Minimum of 2-4 years of client facing/proactive customer service experience
  • Excellent verbal and communication skills and presentation skills
  • Proven excellent customer service and progressive probing skills
  • Strong commitment to timing and quality standards
  • Proven analytical and technical skills
  • Proven ability to take initiative and work independently
  • Strong collaboration skills
  • Proven organizational skills and prioritization skills
  • Proven ability to understand and apply new concepts and products
  • Ability to think quickly in stressful situations; must be able to react to change productively and handle other essential tasks as assigned
  • FINRA Series 6, 63, and life Insurance licensing required within 120 days of hire
  • Ability and willingness to travel up to 15-20% of the time. Additional travel will be required during first 6-8 weeks of employment for training

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: Account/Relationship management
Schedule: Full-time
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