Senior Customer Service Associate

Prudential Financial; United States; Hybrid; USD 46,000 - 76,000; Full time

Benefits offered by this job

Yearly bonus potential

401(k) plan with company match

Pension plan

Wellness programs

Education benefits

Employee stock purchase plan

Paid time off

Job summary

Prudential Financial in Thousand Oaks, CA, is hiring for a Financial Service Associate. The role blends transaction processing with phone support in a hybrid work setting, requiring on-site presence on a recurring basis.

You will join a cross-functional team and participate in a structured training program to build technical expertise in Prudential's operations. The ideal candidate brings strong verbal and written communication, at least 2 years of customer service experience, and a commitment

Qualifications

• 2 years of customer service experience is required.
• Excellent verbal and written communication skills.
• Detail oriented with strong multitasking and analytical abilities.
• Ability to navigate multiple computer applications in MS Office.

Responsibilities

• Handle processing of financial transactions and customer calls in a cross functional team.
• Operate within a recordkeeping system enabling automation of key functions.
• Participate in a comprehensive training program to develop technical expertise.
• Provide exceptional customer service and identify customer financial needs.

Skills

Verbal communication

Written communication

Customer service

Active listening

Detail oriented

Multitasking

Analytical skills

Microsoft Office

Education

Associate or bachelor’s degree or equivalent

Tools

Microsoft Office

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.

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.

• 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.