Financial Services Coordinator
1 month ago
We are seeking a highly skilled and organized Client Service Concierge to join our team at Prudential Financial. As a key member of our staff, you will be responsible for providing exceptional service to our clients, ensuring their needs are met with professionalism and efficiency.
Key Responsibilities:
- Provide first-class service to clients through various channels, including in-person, phone, and email.
- Develop and implement scalable processes to ensure accurate and timely handling of client items.
- Maintain accurate and up-to-date client records and notes.
- Schedule regular client review meetings and periodic meetings as needed.
Requirements:
- 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.
Additional Attributes:
- Professional
- Works with a Sense of Urgency
- Organized
- People Person
- Excellent Time Management
- Consistent Follow-Up and Follow-Through
- Entrepreneurial Spirit
- Likes to work hard and play hard
Work Schedule:
Monday – Friday 8:00AM to 5:00PM
Compensation:
$17 - $19 per hour
Benefits:
Health Insurance stipend available
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