Client Relations and Office Manager

1 month ago


Rochester, United States Prudential Financial Full time

Our goal is to hire the right person to join our fantastic financial planning team located in Rochester, MN.


Responsibilities (summary): You will be joining a support team that manages the administrative tasks for a group Financial Advisors. Daily responsibilities and tasks take on a wide array of duties to help support the advisors and our clients.


Financial experience is a plus, but not necessary; an Associate or Bachelor's degree is preferred. Schedule is 5 days per week (approximately 32-40 hours.) We can be flexible for the right person and offer a strong teaming environment. Great opportunity for a meaningful employment


A list of responsibilities, but not all-inclusive:


  • Assist advisors in preparing for client meetings and complete follow-up tasks.
  • Complete paperwork for multiple product types and route to clients and various firm operations as specified by their financial plan.
  • Prepare for client meetings, by updating financial planning and CRM software, and pulling statements; requesting needed information from clients in advance of meeting.
  • Providing support to the Financial Advisor in post-meeting follow-up.
  • Overseeing and updating the following inter-office trackers; Required minimum distributions, managed account reviews, systematic payout.
  • New business processing (following up with carrier and client) for new accounts- involving both new and established clients.
  • Interact with the corporate office on client related issues.
  • Customer service on accounts; documenting client calls and interactions.
  • Monitor alerts on existing accounts & policies to ensure accounts maintain client objectives.
  • Passion for delivering amazing client experiences. We are all 100% committed to excellence in service of our clients.
  • Follow through with all paperwork to ensure it is in good order.
  • Mail agreements, brochures, and other client account paperwork to clients.
  • Research and resolve account issues or miscellaneous questions for clients and advisors.
  • Maintain files and prepare correspondence and documents for advisors and clients.
  • Any additional tasks as they come up or as the business evolves to support the team.


To perform the job successfully, an individual should demonstrate the following competencies:

  • Strong technology/computer aptitude.
  • Proficient in Microsoft Office (Word, Excel, and PowerPoint).
  • Identify and resolve problems in a timely manner.
  • Intuitive and resourceful to gather, analyze and resolve complicated issues.
  • Manage in and outbound call with professionalism.
  • Respond promptly and accurately to client questions and needs.
  • Meet commitments and maintain confidentiality.
  • Demonstrate accuracy and thoroughness.
  • Monitor own work to ensure quality.
  • Strong attention to detail.
  • Strong time management skills.
  • Thrive in a fast-paced environment


Pay is anticipated to be $22.00 per hour (potentially more, depending upon qualifications.)



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