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Relationship Specialist
Prudential Securities
Moosic, PA, United States
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Description
The Relationship Specialist (RS) position resides within Workplace Solutions - Client Services. It is a professional level position that requires the ability to work both independently and as part of a team.
• The RS primarily interacts with clients and/or business partners via phone or email and acts in a reactive capacity based on client requests.
• Implements/Initiates changes within internal systems as directed by client facing teams. Working knowledge of product implementation and impacts.
• Executes assigned work within set timing standards in support of persistency and client satisfaction.
• The RS works with internal and external business partners to resolve client issues.
• May participate with client facing team in difficult conversations with clients, intermediaries, and internal business partners.
• Actively participates in all types of settings including team meeting and Town Hall sessions with SLT.
• With the support of manager or client facing member, prioritizes work based on sensitivity of client relationship.
• Contributes to change, new ideas and perspectives.
• Reacts to changes in a positive manner.
• Works on projects as assigned.
Qualifications
• 2+ years customer service experience and project/time management.
• Basic knowledge of the retirement and competitive environment.
• Strong organizational and verbal/written communication skills are essential.
• Ability to multi task and effectively prioritize is a must.
• Experience in processing transactions is a must.
• Qualified candidate must demonstrate strong project management skills and ability to work both independently and as part of a team.
• Knowledge of Microsoft Office software is a required.
• Intermediate to advanced Excel skills are preferred
• Strong organizational skills
• Creative problem solving ability