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Senior Customer Service Associate

Prudential Financial

Join Prudential Financial

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.
Prudential Financial
Vacancy posted 16 hours ago
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