Financial Services Liaison
3 weeks ago
We are seeking a highly skilled Client Service Concierge to join our team at Prudential Financial
Purpose of the Client Service Concierge
As a Client Service Concierge, you will be responsible for providing exceptional service to our clients, either in person, via phone, or via email. This includes developing scalable processes to ensure all client items are handled accurately and timely, maintaining client notes and records, and scheduling annual review meetings or periodic meetings as needed.
Requirements
To be successful in this role, you will need:
- A minimum of 2 years of experience working in a professional office setting in a financial or insurance practice
- Preferred experience in Life & Health licensing
- Excellent technical skills, including proficiency in Microsoft Office Suite, Outlook, DocuSign, and TEAMS
- Exceptional communication and interpersonal skills, with the ability to work well at the leadership level to produce maximum results
Additional Requirements
In addition to the above requirements, we are looking for someone who is:
- Professional and organized
- Able to work well with a sense of urgency
- Has excellent time management skills and is able to consistently follow up and follow through
- Has an entrepreneurial spirit and is able to work hard and play hard
Work Schedule
This is a full-time position, Monday - Friday, 8:00AM - 5:00PM. Compensation will be in the range of $17 - $19 per hour, with a health insurance stipend available.
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