Defined Contribution Client Management Specialist (Client Consultant)
Prudential Financial
Scranton, PA 18507 United States

Prudential Financial, Inc. 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. For more information, please visit www.prudential.com.

The Client Consultant will be responsible for handling daily inquiries and questions for defined contribution clients in Retirement Services. He/She will serve as an intermediary between the client and the various functional areas of Retirement Services to ensure the client’s needs are met in a manner consistent with our objectives, administrative documents and applicable laws.

 

In addition to working very closely with Relationship Managers on a daily basis, other examples include working with client financial advisors; internal business partners; the marketing department in order to develop a participant communication strategy; working with the Education and Enrollment team to conduct individual or group meetings with plan participants.   The Client Consultant will also be providing support to our Participant Service Center on an as needed basis based on business needs.

 

The Client Consultant will be responsible for describing defined contribution and defined benefit products and services to clients and also managing the implementation of these product/service changes that impact the client.

 

He/She may also be expected to manage Financial Advisor/Agent relationships while coordinating client specific projects. The Client Consultant will be expected to meet with clients periodically and develop expertise on the plan documents and various administrative documents that define the client relationship.

College Degree in Business or Communications preferred. Equivalent work experience required.

 

High level of customer facing/ customer service work experience required (preferably within the financial services, banking, insurance industries).    Other industry experience also considered.

 

Strong customer service skills are essential.

 

Solid experience in the defined contribution business and a working knowledge of the defined benefit segment is preferred.

 

Strong written and verbal skills are essential.

 

Proficiency as a user of integrated computer systems is required; experience with account processing, such as those for financial institutions, retirement plans, or insurance companies is preferred.

 

Knowledge of Microsoft Office and Excel software is a plus.

 

Qualified candidates must demonstrate strong project management skills.

 

Recent college graduates with leadership skills and a track record of success will be considered.

 

NASD Series 6 and 63 registrations must be obtained within 120 days of employment in this position. State Insurance license(s) are also required.

 

Additional Qualifications:

•Positive attitude

•Flexible

•Team player

•Ability to handle multiple tasks

•Ability to work independently

•Excellent interpersonal skills

•Strong organizational skills

•Creative problem solving ability


Some Travel will be Required

The Prudential Insurance Company of America and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce. 

Any applicant selected for this position will be required to submit to an extensive background screening and a credit check. Failure to comply will eliminate an applicant from consideration for this position. Any negative information obtained as a result of the background screening may result in the disqualification of the applicant from this and any other position in Prudential, including their current position if they are an internal applicant. 

Prudential is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. Regardless of past practice, all resumes submitted by search firms to any employee at Prudential via-email, the Internet or directly to hiring managers at Prudential in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential, and no fee will be paid in the event the candidate is hired by Prudential as a result of the referral or through other means. Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. For this reason, Prudential has established and regularly maintains a preferred vendor list. Please note that even preferred vendors need to have a written search agreement signed by the Director, Recruiting Programs, Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.

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Job code: 6436
12217555