Financial Services Associate

Role Overview

• Responsible for all functions of the operation as part of a cross functional team.
• Seamlessly transition between the processing of financial transactions and answering phones as part of a call center.
• Transactions are generated and processed within a recordkeeping system enabling automation of key functions.
• Comprehensive introduction and training program that allows associates to develop technical expertise, process knowledge and a solid foundation of Prudential’s Operations.
• Great step on your career path with Prudential.

Requirements

• Excellent verbal and written skills.
• 2 years of customer service experience.
• Strong commitment to providing exceptional customer service.
• Outstanding active listening skills and the ability to engage customers to determine their unique financial needs and preferences.
• Detail oriented.
• Ability to multitask, possessing strong analytical, interpersonal, and decision-making skills.
• Computer literate, with experience in Microsoft Office suite, including the ability to navigate between multiple computer applications.
• Knowledge of retirement products, or other experience in the Financial Industry (preferred, but not required).
• Associate or Bachelor’s Degree or equivalent work experience (preferred, but not required).

Benefits

• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance.
• Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.