Financial Services Coordinator
1 week ago
We are seeking a highly skilled Client Service Concierge to join our team at Prudential Financial. As a key member of our staff, you will be responsible for delivering exceptional service to our clients, either in person, over the phone, or via email.
Purpose of the Client Service Concierge
Our ideal candidate will be responsible for:
- Providing first-class service to clients, ensuring their needs are met and exceeded.
- Developing and implementing scalable processes to ensure accurate and timely handling of client items.
- Maintaining accurate client notes and records in physical files or electronic systems.
- Scheduling annual client review meetings or periodic meetings as needed.
Requirements
To be successful in this role, you will need:
- Minimum 2 years of experience working in a professional office setting in a financial or insurance practice.
- Preferred experience: Life & Health licensed.
- Technical skills: Computer proficiency with Microsoft Office Suite, Outlook, DocuSign, and TEAMS.
- Attributes: Professional, works with a sense of urgency, organized, people person, excellent time management, consistent follow-up and follow-through, entrepreneurial spirit.
Work Schedule
Monday – Friday, 8:00AM to 5:00PM.
Compensation
$17 - $19 per hour.
Benefits
Health Insurance stipend available.
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