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24Oct

Implementation Coordinator

Prudential Financial, Dubuque, IA

This position is within Full Service Solutions (FSS) of Prudential Retirement.

The Implementation Coordinator is responsible for assisting in the successful on-boarding of new defined contribution, defined benefit and non-qualified clients, merger & acquisition activity, and the implementation of changes to plan and service offerings for existing defined contribution clients. The Implementation Coordinator is responsible for successful outcomes which are based on several factors including but not limited to:

  • Performs day-to-day tasks necessary to complete client engagement
  • Preparing the conversion workbook for the transfer of plan assets to Prudential
  • Responsible for completion and accuracy of minutes for all internal and external client calls
  •  Preparation of communications (i.e: regulatory notices, retirement planning communications, etc.)
  • Prepare and coordinate delivery of enrollment materials
  • Completion and maintenance of internal transition toolkit
  •  Preparation of What Happens When document
  •  Complete ancillary system set up
  • Schedule employee education meeting
  • Understand and coordinate resolution to internal questions raised from Plan Set Up activities 
  • Coordinate the set up of participant brokerage accounts when applicable 
  • Supports Implementation Manager inbox for tasks
  •  May be assigned as primary contact on standard or basic activities
  • May be assigned as primary contact during peak period
  •  Position can be based in Scranton, PA; Hartford, CT; Woodbridge, NJ, El Segundo, CA or Dubuque, IA
  • Minimum of 2-4 years of financial services required; Defined Contribution, Defined Benefit and non-qualified experience preferred
  • Experience in executing project plans 
  • Ability to work in a fast-paced, changing environment 
  •  Shows initiative and is results oriented 
  •  Ability to prioritize and work under tight deadlines
  •  Strong attention to detail
  •  Computer proficient with Microsoft Word and Excel
  •   FINRA: Series 6 licensing is required within 120 days
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Job Details

Req Num DC 0002I
ID 410730
Location
Dubuque, IA
Positions 1
Type
Employee
Status
Full Time
Pay --
Categories
Insurance
Benefits

Preferred Candidates

Years of Experience 2-5 Years
Education --

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