Job Classification:

We are seeking a dedicated and detail-oriented Customer Service Specialist to administer our firm maintenance operations. This crucial role ensures the smooth execution of both administrative and strategic processes including routine updates and complex mergers. The Associate will serve as a central liaison between internal business partners driving process efficiency accuracy and high-quality service delivery. Additional responsibilities may include supporting other Service Delivery teams.

The current EWA for this position is Fully Virtual. While this position does not require your on-site presence on a regular basis depending on business preferences there may be occasions where you are required to be on-site at a Prudential office.

Key Responsibilities:

• Firm Maintenance Oversight: Manage all aspects of firm maintenance including routine updates to firm records EFT details and addresses.
• Firm Merger Management: Coordinate and oversee the end-to-end firm merger process ensuring accuracy timeliness and effective communication between stakeholders. Facilitate a weekly call involving multiple business groups ensuring the firm merger process remains streamlined and on track.
• Cross-Functional Collaboration: Partner with multiple internal teams and business groups to ensure updates and changes are implemented effectively.
• Process Enhancement: Identify opportunities for process improvements standardization and automation to increase efficiency and reduce errors.
• Quality Assurance: Ensure all firm data is maintained to the highest standards of accuracy compliance and integrity.
• Product Specification Review: Examine and interpret product specifications precisely.
• Effective Communication: Communicate clearly with team members and clients shaping customer experiences and efficiently processing transactions.
• Problem Solving: Address issues with empathy providing clear and concise communication.
• Flexibility: Provide support and assistance in handling commission-related tasks as required.

Qualifications:

• Minimum of 2-3 years of experience in operations or customer service.
• Knowledge in financial services and IMO products is beneficial.
• Proven ability to build and maintain effective relationships.
• Capability to work collaboratively across multiple locations or remotely.
• Strong organizational skills able to multitask and adapt to change.
• Excellent oral and written communication skills.
• Strong math and analytical abilities.
• Self-motivated with a focus on delivering results and meeting deadlines.
• Attention to detail and problem-solving skills.
• Experience in peer leadership within diverse team settings.
• Flexibility with scheduling.
• A bachelors degree is preferred but not required.

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What we offer you:

• 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 $1600 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. To find out more about our Total Rewards package visit Work Life Balance Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.