Prudential Financial
Financial Services
FinancialServicesAssociate
Neural analysis suggests this role is
optimal for Entry candidates.
“Financial Services Associate at Prudential Financial. Skills: customer service, Financial Transactions, Recordkeeping system. Responsible for all functions of the operation. Processing of financial transactions”
Industry & Context.
analytical skills; decision-making skills
What They're Looking For.
Must Have
2 years of customer service experience, Excellent verbal and written skills, commitment to providing exceptional customer service, Outstanding active listening skills, Ability to engage customers to determine their unique financial needs and preferences, Detail oriented, Ability to multitask, possessing analytical, interpersonal, and decision-making skills, Computer literate, experience in Microsoft Office suite, ability to navigate between multiple computer applications
Nice to Have
Knowledge of retirement products, other experience in the Financial Industry, Associate or Bachelor’s Degree or equivalent work experience
What You'll Do.
Responsible for all functions of the operation
Processing of financial transactions
Answering phones as part of a call center
Process financial transactions
Process transactions within a recordkeeping system
How You'll Work.
Team & Collaboration
As part of a cross functional team
Communication Scope
Excellent verbal and written skills
Full Job Description
Job Classification: Operations - Insurance Operations How often do you get an opportunity to join a Fortune 500 company? Now’s your Chance! Start a career journey with Prudential Financial in our Thousand Oaks Operations Unit. Prudential is a leader in solving the world’s retirement challenges, and we are looking for career-oriented candidates. Our Financial Service Associates are responsible for all functions of the operation. As part of a cross functional team, Associates will 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. Becoming a Financial Service Associate includes a comprehensive introduction and training program that allows associates to develop technical expertise, process knowledge and a solid foundation of Prudential’s Operations. This position is a great step on your career path with Prudential. This will be a hybrid role based out of Thousand Oaks, CA and requires your on-site presence on a reoccurring basis as determined by your business. ## **Qualifications for this position include:** * 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. ## **We also prefer, but do not require:** * Knowledge of retirement products, or other experience in the Financial Industry. * Associate or Bachelor’s Degree or equivalent work experience. #LI-MG1 # **What we offer you:** # Prudential is required by state specific laws to i
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