What are the responsibilities and job description for the Experienced Client Relations and Office Manager position at Prudential?
Further develop your professional experience as a Customer Service Coordinator/Office Manager while supporting the financial goals of families and individuals in your community.
We are looking for a highly motivated and self-sufficient individual to provide both administrative and client support for J. Minette Wealth Advisors at Prudential.
This chosen individual will be joining a team of best-in-state financial planners who are focused on supporting clients' financial futures.
The Customer Service Coordinator/Office Manager is a key member of our team whose typical day may include:
- Interacting with clients, peers, and home office to solve problems, facilitate operations, and gather information
- Implementing transactions and money movements as directed by planner
- Reviewing client financial statements, documents, and other data
- Completing other day-to-day activities of the office environment
Qualification for Customer Service Coordinator/Office Manager:
- Have excellent written and oral communication skills
- Are flexible and can deal with a variety of situations and ability to multi-task
- Have strong computer and software skills (Excel, CRMs and specific industry tools)
- Are detail-oriented, self-motivated, and proactive
- Have the ability to work independently and communicate decisions and actions to the Financial Planner
- Have prior business experience of 2 - 4 years in Business, preferably in the Financial Services industry
- Have a college degree or equivalent work/life experience with a minimum of an associates degree
- Are able to pass a background check
Job Type: Full-time, In-person
Compensation: $24-26/hour with potential for bonus
Benefits: Paid holidays and PTO, Retirement Plan with match
Job Type: Full-time
Pay: $24.00 - $26.00 per hour
Benefits:
- Paid time off
- Retirement plan
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- Microsoft Office: 2 years (Required)
- Business/Administrative: 2 years (Required)
Ability to Commute:
- Rochester, MN 55901 (Required)
Ability to Relocate:
- Rochester, MN 55901: Relocate before starting work (Required)
Work Location: In person
Salary : $24 - $26
