Skip to main contentA logo with &quat;the muse&quat; in dark blue text.

Financial Service Associate (Hybrid Role)

AT Prudential Financial
Prudential Financial

Financial Service Associate (Hybrid Role)

Westlake Village, CA

Job Classification:
Operations - Insurance Operations

How often do you get an opportunity to join a Fortune 500 company? Now's your Chance! Start a career journey with 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.

Want more jobs like this?

Get jobs in Westlake Village, CA delivered to your inbox every week.

By signing up, you agree to our Terms of Service & Privacy Policy.


This position is a great step on your career path with Prudential.

Qualifications for this position include:

  • 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.

We also prefer, but do not require:

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

At Prudential, you can:

Take charge of your career. We equip and empower our employees to expand their skills and experience by using powerful learning, gigs, and job opportunities. We offer a suite of services including 1:1 Career advice, on demand resources and networking to propel your career forward.

We're a global organization, full of outstandingly dedicated people who aren't afraid to think differently, challenge the status quo and take sensible risks along the way. You will enjoy pushing boundaries as we build innovative technology that helps clients, customers and employees live their best lives. You will have access to leadership and learning opportunities and the resources needed to take your career in any direction. We will help you do your best work, offering flexibility, while delivering on our Purpose.

What we offer you:

  • 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.
  • Retirement plans: 401(k) plan with company match (up to 4%)
  • 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.
  • Tuition Assistance to help finance traditional college enrollment toward obtaining an approved degree, many accredited certificate programs, and industry designations.

To find out more about our Total Reward package, visit Work Life Balance | Prudential Careers . Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

What we offer you:

Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $46,300.00 to $71,800.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
  • 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 Programsincluding 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. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

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.

If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.

If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

Client-provided location(s): Thousand Oaks, CA, USA
Job ID: Prudential-R-118943
Employment Type: Full Time

Perks and Benefits

  • Health and Wellness

    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Health Insurance
  • Parental Benefits

    • Adoption Leave
    • Birth Parent or Maternity Leave
    • Adoption Assistance Program
    • Family Support Resources
  • Vacation and Time Off

    • Paid Holidays
    • Personal/Sick Days
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Pension
    • Stock Purchase Program