The Relationship Specialist (RS) position resides within Full Service Solutions (FSS) Client Services. 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 clients and/or business partners via phone or email and acts in a reactive capacity based on client requests.
- Implements/Initiates changes within internal systems as directed by client facing teams. Working knowledge of product implementation and impacts.
- Executes assigned work within set timing standards in support of persistency and client satisfaction.
- The RS works with internal and external business partners to resolve client 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.
- Works on projects as assigned.
- College 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
- Strong organizational skills
- Creative problem solving ability
A little about us:
Prudential was founded on the belief that being financially prepared is a right, not a privilege.