Senior Customer Service Associate

PGIM Ireland; Thousand Oaks (CA); Hybrid; USD 46,000 - 76,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) plan with company match

Company pension plan

Wellness programs

Paid time off

Parental and military leave

Employee stock purchase plan

Annual incentive program

Job summary

Prudential Financial, Inc. in Thousand Oaks, CA is seeking a Financial Service Associate to support operations and call-center style inquiries. This hybrid role requires on-site presence and offers a structured training program to build technical expertise and process knowledge within Prudential’s operations.

The position emphasizes exceptional customer service, strong communication, and multitasking capabilities, with a comprehensive benefits package and potential annual incentive opportunities.

Qualifications

• Excellent verbal and written skills and customer service experience.
• 2 years of customer service experience.
• Strong commitment to providing exceptional customer service.
• Outstanding active listening skills and the ability to engage customers to determine their financial needs.
• Detail oriented with ability to multitask and analyze information.
• Computer literate with Microsoft Office suite and navigating multiple applications.

Responsibilities

• Handle all functions of the operation within the shared services/recordkeeping environment.
• Interface with customers via phone and other channels to resolve inquiries.
• Participate in training programs to develop technical expertise and process knowledge.
• Collaborate with cross-functional teams to ensure accurate and timely processing.

Skills

Customer service experience

Verbal and written communication

Active listening

Detail oriented

Multitasking

Microsoft Office

Education

Associate or bachelor’s Degree or equivalent work experience

Tools

Microsoft Excel

CRM systems

Job description

Job Classification: Operations - Insurance Operations How often do you get an opportunity to join a Fortune 500 company? Now’s your Chance! Start a career journey with Prudential Financial in our Thousand Oaks Operations Unit. Prudential is a leader in solving the world’s retirement challenges, and we are looking for career-oriented candidates. Our Financial Service Associates are responsible for all functions of the operation. As part of a cross functional team, Associates will seamlessly transition between the processing of financial transactions and answering phones as part of a call center. Transactions are generated and processed within a recordkeeping system enabling automation of key functions. Becoming a Financial Service Associate includes a comprehensive introduction and training program that allows associates to develop technical expertise, process knowledge and a solid foundation of Prudential’s Operations. This position is a great step on your career path with Prudential. This will be a hybrid role based out of Thousand Oaks, CA and requires your on-site presence on a reoccurring basis as determined by your business. Qualifications for this position include: Excellent verbal and written skills 2 years of customer service experience Strong commitment to providing exceptional customer service. Outstanding active listening skills and the ability to engage customers to determine their unique financial needs and preferences. Detail oriented Ability to multitask, possessing strong analytical, interpersonal, and decision-making skills. Computer literate, with experience in Microsoft Office suite, including the ability to navigate between multiple computer applications. We also prefer, but do not require: Knowledge of retirement products, or other experience in the Financial Industry. Associate or bachelor’s Degree or equivalent work experience. #LI-MG1 #LI-Hybrid

What we offer you:

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $45,700.00 to $75,500.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.

• The salary range for this role is from $45,700.00 to $75,500.00.
• Market competitive base salaries, with a yearly bonus potential at every level.
• Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
• 401(k) plan with company match (up to 4%).
• Company-funded pension plan.
• Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
• Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
• Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).
• Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
• To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers.
• Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. To maintain the integrity and security of our hiring process, Prudential may use identity verification technologies. Your consent will be obtained before any verification takes place. If you need an accommodation to complete the application process, please email [e-mail]. If you are experiencing a technical issue with your application or an assessment, please email [e-mail] to request assistance.

Prudential Financial, Inc. (NYSE: PRU), a global financial services leader and premier active global investment manager with approximately $1.4 trillion in assets under management as of Dec. 31, 2023, has operations in the United States, Asia, Europe, and Latin America.

Prudential’s diverse and talented employees help make lives better and create financial opportunity for more people by expanding access to investing, insurance, and retirement security. Prudential’s iconic Rock symbol has stood for strength, stability, expertise and innovation for 150 years. For more information please visit news.prudential.com.

Our Commitment to an Inclusive Workplace

Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.

PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is a global investment manager with US $1.3 trillion in assets under management as of Dec. 31, 2023. With offices in 18 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate, and alternatives. For more information about PGIM, visit pgim.com.

Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information please visit news.prudential.com.

PGIM Inc. (PGIM) is the principal asset management business of Prudential Financial, Inc. (PFI), a company incorporated and with its principal place of business in the United States. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

Our Commitment to an Inclusive Workplace

Prudential Financial, Inc. serves its customers in more than 40 countries and territories, and we seek talented, creative individuals from a variety of backgrounds, worldviews, and life circumstances to work with us. We are focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We don’t just accept difference—we celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.