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28Oct

Relationship Specialist

Prudential Financial, Dubuque, IA

The Relationship Specialist (RS) position resides within Full Service Solutions (FSS) Client Services. It is a professional level position that requires the ability to work both independently and as part of a team.  

  • The RS primarily interacts with clients and/or business partners via phone or email and acts in a reactive capacity based on client requests.
  • Implements/Initiates changes within internal systems as directed by client facing teams. Working knowledge of product implementation and impacts.
  • Executes assigned work within set timing standards in support of persistency and client satisfaction.
  • The RS works with internal and external business partners to resolve client issues.
  • May participate with client facing team in difficult conversations with clients, intermediaries, and internal business partners.
  • Actively participates in all types of settings including team meeting and Town Hall sessions with SLT.
  • With the support of manager or client facing member, prioritizes work based on sensitivity of client relationship.
  • Contributes to change, new ideas and perspectives.
  • Reacts to changes in a positive manner.
  • Works on projects as assigned. 

  • College Degree Preferred.  Equivalent work experience will be considered
  • Minimum of 2 years of financial service, retirement service or similar industry experience
  • 2+ years customer service experience and project/time management
  • Basic knowledge of the retirement and competitive environment
  • Strong organizational and verbal/written communication skills are essential
  • Ability to multi task and effectively prioritize is a must
  • Experience in processing transactions is a must
  • Qualified candidate must demonstrate strong project management skills and ability to work both independently and as part of a team
  • Knowledge of Microsoft Office software is a required
  • Intermediate to advanced Excel skills are preferred
  • Strong organizational skills
  • Creative problem solving ability

 

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Job Details

Req Num REL00046
ID 142635
Location
Dubuque, IA
Positions 1
Type
Employee
Status
Full Time
Pay --
Categories
Customer Service
Insurance
Benefits

Preferred Candidates

Years of Experience 1-2 Years
Education --

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