Full-Time

Financial Service Associate

Hybrid Role

Posted on 11/21/2024

Prudential Financial

Prudential Financial

10,001+ employees

Provides insurance, investment, and retirement solutions

Fintech
Financial Services

Compensation Overview

$46.2k - $68.9kAnnually

+ Bonus

Entry, Junior

Thousand Oaks, CA, USA

This position is a hybrid role.

Category
Warehouse Operations
Operations & Logistics
Required Skills
Customer Service
Requirements
  • 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
  • Knowledge of retirement products, or other experience in the Financial Industry (preferred)
  • Associate or Bachelor’s Degree or equivalent work experience (preferred)
Responsibilities
  • responsible for all functions of the operation
  • 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
  • develop technical expertise, process knowledge and a solid foundation of Prudential’s Operations

Prudential Financial provides a variety of financial services, including insurance, investment management, and retirement planning. Their products help individuals and institutions achieve financial security and growth. Prudential offers life insurance, annuities, mutual funds, pension services, and asset management. The company generates revenue through premiums, fees, and investment income. What sets Prudential apart from its competitors is its focus on building long-term relationships with clients and offering comprehensive financial planning to ensure they are prepared for the future.

Company Stage

IPO

Total Funding

N/A

Headquarters

Newark, United Kingdom

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Prudential's leadership in the financial services industry is reinforced by its strategic investments and acquisitions, which can lead to enhanced growth opportunities.
  • The company's recognition as a top company for executive women highlights its commitment to diversity and inclusion, potentially attracting top talent.
  • Prudential's focus on outcome-based work and strategic workforce management can lead to increased productivity and employee satisfaction.

What critics are saying

  • The financial services industry is highly competitive, and Prudential must continuously innovate to maintain its market position.
  • Economic downturns or changes in regulatory environments could impact Prudential's revenue streams from premiums, fees, and investment income.

What makes Prudential Financial unique

  • Prudential Financial's global reach and comprehensive suite of financial services, including insurance, investment management, and retirement planning, set it apart from competitors who may focus on narrower market segments.
  • The company's focus on long-term relationships and comprehensive financial planning ensures a personalized approach that is often lacking in more transactional financial service providers.
  • Prudential's strategic investments, such as its stake in Qianhai Re and leadership in funding rounds like FIDx, demonstrate its commitment to innovation and market expansion.

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