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Relationship Specialist, Non-Qualified

Prudential Financial, Dubuque, IA

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The Relationship Specialist (RS) position resides within Client Relations & Business Development. 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 participants/ clients and/or business partners via phone or email and acts in a reactive capacity based on applicable requests.
  • Initiates changes/corrections and/or may execute complex processing for clients within internal systems as directed by client facing teams.
  • Executes assigned work within set timing standards in support of persistency and client satisfaction.
  • Working knowledge of the retirement and particularly within Non-Qualified environment.
  • Proven track record of dealing with complex issues.  The RS works with internal and external business partners to resolve client/participant 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.
  • Acts in a pro-active capacity and identifies trends with day to day account management. 

Works on projects as assigned. 

  • Bachelor's 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
  • Ability to work under limited supervision as leadership may be in a remote location
  • Strong organizational skills
  • Creative problem solving ability

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Job Details

Req Num REG0005O
ID 523879
Dubuque, IA
Positions 1
Full Time
Pay --

Preferred Candidates

Years of Experience 2-5 Years
Education --

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