What are the responsibilities and job description for the Prudential Financial Assistant Director position at Prudential Financial?
Key Responsibilities:
- Provide first-class service to clients through various channels, including in-person, phone, and email
- Develop and maintain efficient processes to ensure client satisfaction
- Maintain accurate and up-to-date client records
- Schedule regular client review meetings and periodic check-ins
Our Ideal Candidate: We are looking for an individual with a minimum of 2 years of experience working in a professional office setting, preferably in the financial or insurance industry. A Life & Health license is a plus. The ideal candidate will possess excellent verbal and written communication skills, as well as strong technical skills, including proficiency in Microsoft Office Suite, Outlook, DocuSign, and TEAMS.
