Financial Services Associate (Hybrid)

Prudential Financial • Thousand Oaks, CA

4d • Hybrid

About The Position

Join a Fortune 500 company, 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.

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.

Nice To Haves

• Knowledge of retirement products, or other experience in the Financial Industry.
• Associate or Bachelor’s Degree or equivalent work experience.

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.
• Process transactions within a recordkeeping system enabling automation of key functions.

Benefits

• 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), after one year of service.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree