Financial Services Coordinator

1 month ago


Reston, Virginia, United States Prudential Financial Full time
Client Service Concierge

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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