Client Services Associate

3 weeks ago


Indianapolis, United States Prudential Financial Full time

An entry level Client Service Associate assists the Financial Professional in office management and general administrative functions. This position is primarily clerical support with some limited marketing support duties. No licenses, appointments or registrations are required. This person generally manages the FP's office, calendar, maintain files, mail, phones, and will prepare correspondence on behalf of the FP.

Typical qualifications for this type of CSA position:

- Organization and time management skills.

- Attention to detail

- Interpersonal communication skills.

- Demonstrated ability to work with confidential information.

- Excellent customer service skills, with the ability to communicate effectively and build rapport with clients.

- Familiarity with Microsoft applications including Outlook, Word, PowerPoint, and Excel.

- Telemarketing skills a plus

- Strong written and verbal communication skills to effectively communicate with clients and internal teams.

Join my team as a Client Services Associate and play a key role in providing exceptional service to our valued clients. This position offers opportunities for professional growth and development in the financial services industry.

Please note that only qualified candidates will be contacted for an interview.



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