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Sr. Client Service Manager

Prudential Financial, Dubuque, IA

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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

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Job Details

Req Num NON00009
ID 510105
Dubuque, IA
Positions 1
Full Time
Pay --

Preferred Candidates

Years of Experience 2-5 Years
Education --

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