15 days old

Client Service Manager, Non-Qualified - NON0000A

Bl00045, Texas
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Primary Location United States-Texas-BL00045--TX-Virtual Office
!*!The 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, record-keeping and operations staff, to ensure the best possible outcomes for our clients. This role may also participate in sales finalist presentations. 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 ideal candidate has three to five years of relationship management or plan administration experience Industry (Non-Qualified plan experience a plus), possesses strong verbal and written communications skills, knowledge of the retirement industry and competitive environment.

  • Bachelors degree or relevant work experience
  • Minimum of 3 years experience working in financial services
  • Knowledge of and understanding of Retirement Industry (Non-Qualified plan experience a plus)
  • Technical knowledge of record keeping systems / processes a plus
  • Proven excellent customer service skills and progressive probing skills
  • Strong verbal and written communication skills
  • Strong commitment to timing and quality standards
  • Ability to understand and apply complex compliance concepts
  • Ability to identify and facilitate issue resolution
  • Proven ability to take initiative
  • Proven prioritization and organizational skills
  • Proven ability to understand and apply new concepts and products
  • Ability to work on multiple tasks simultaneously
  • Ability to react and adapt to changes in a positive and productive manner
  • Ability to handle other essential tasks as assigned
  • Ability to work independently and as a team player
  • Ability to travel (between 15% 20% of travel is required), and
  • NASD Series 6, 63, and Life and Health Insurance licensing required within 120 days of employment

@!*!Prudential is a multinational financial services leader with operations in the United States Asia Europe and Latin America. Leveraging its heritage of life insurance and asset management expertise Prudential is focused on helping individual and institutional customers grow and protect their wealth. The companys well-known Rock symbol is an icon of strength stability expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services including life insurance annuities retirement-related services mutual funds asset management and real estate services. For more information please visit www.prudential.com.

Prudential is not accepting unsolicited resumes from search firms for this open position unless contracted with Staffing. Agencies must work with Staffing as the primary point of contact and follow the Prudential application process to be considered for business. All resumes submitted by search firms to any employee at Prudential via-email Internet or directly to hiring managers in any form without a valid written search agreement in place for that position will be deemed the sole property of Prudential and no fee will be paid in the event the candidate is hired by Prudential.
Note: Any search agreement entered into with Prudential before January 2004 is null and void. Search firms are essential to the recruitment and staffing efforts at Prudential and we value the partnerships we have built with our preferred vendors. Prudential has established and regularly maintains a preferred vendor list and even preferred vendors need to have a written search agreement signed by the Director Recruiting Programs Staffing at Prudential in place for the specific position in order for a fee to be paid for any candidate referrals.
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Posted: 2020-05-14 Expires: 2020-06-13
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Client Service Manager, Non-Qualified - NON0000A

Bl00045, Texas

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