The Relationship Management Analyst is a professional level position that requires the ability to work both independently and as part of a team.
This role is responsible for maintaining and enhancing relationships with retirement plan clients and key intermediaries, ensuring client satisfaction in partnership with the Relationship Management team. This is accomplished through periodic client meetings and discussions covering administrative and service components of their plan or plans. The CSAM will manage all plan related design changes and act as the liaison between the retirement plan contacts/key intermediators and all internal business areas of Prudential. The ideal candidate will also possess strong verbal and written communications skills.
Minimum of 2 years of experience working in customer service, retirement, financial service or similar industry
Ability to build and maintain relationships
Proven excellent customer service, negotiation and probing skills
Communicate in a virtual and in-person environment
Strong commitment to timing and quality standards
Ability to understand and apply complex compliance concepts
Ability to identify and facilitate issue resolution
Proven ability to take initiative
Proven ability to understand and apply new concepts and products
Ability to work on multiple tasks simultaneously
Knowledge and understanding of Pension Industry (primarily Defined Benefit, Defined Contribution and Non-Qualified knowledge) a plus
Up to 20% travel required
FINRA Series 6 and 63, and State Life Insurance required within 120 days of employment
Note: Prudential is required by Colorado law to include the salary range for this role when hiring a Colorado resident.
Salary range specific to Colorado: $51,500-69,500 + discretionary incentive bonus + benefits. 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. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.
We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.
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.
The Prudential Insurance Company of America, Newark, NJ and its affiliates.
Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at email@example.com for more information about doing business with Prudential.
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