Data Specialist - Retirement
This role is responsible for performing a variety of analytical functions associated with onboarding new clients and providing on-going plan improvements and updates. Plan and participant set up and maintenance. Special processing and quality review. Identification of data needs and internal/external process and procedural improvements. Ability to support and perform multiple tasks across multiple functions (standard to mid-level complexity). Consistently meet quality and production standards and adhere to standard operating procedures. Performing a variety of analytical functions associated with simple and complex retirement plan activities.
Knowledge of payroll or record keeping systems is a plus
Financial, insurance and/or retirement services experience
Ability to recognize client needs, execute and be accountable for a positive client experience end to end
Ability to work in a fast-paced, changing environment
Time Management
MS Excel
MS Word
Customer Service skills
Multitasking
Verbal communication
Detail Oriented
written communication
Problem-Solving
According to JobzMall, the average salary range for a Data Specialist - Retirement in 30 Ed Preate Dr, Moosic, PA 18507, USA is between $47,116 and $87,351 per year. This salary range is based on a variety of factors, including the size of the company, the level of experience, and the specific job duties.
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Prudential Financial, Inc. is an American Fortune Global 500 and Fortune 500 company whose subsidiaries provide insurance, investment management, and other financial products and services to both retail and institutional customers throughout the United States and in over 40 other countries.
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