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Joshua Merritt

Joshua Merritt

Customer Service Representative

Prudential Financial

Dubuque, Iowa Area

I am currently a junior at the University if Dubuque studying Accounting and Business Administration. I am currently looking for an internship in wealth management, financial planning, or investments. My short-term goal is to earn my CPA after graduating. My career goal is to work for a high-class company helping people with ...

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Prudential Financial

Customer Service Representative

Our Associates are primarily responsible for answering in-bound calls from participants of our Defined Contribution plans, specifically handling calls concerning general questions and questions regarding loans. These individuals help answer retirement related questions; educate participants on rules/regulations of the plan(s); and assist in processing transactions. This position does not involve sales. Our Client Service Associates are the valuable front line of our business and gain the career experience, which is valued by other areas of the organization. We are looking for people who will bring much more to the position than just a voice on the other end of the phone. Our associates are very customer-focused and work well under pressure. They gain thorough knowledge of the financial services industry, a solid understanding of the retirement products we service, learn various administrative PC systems, process certain financial transactions, and become well versed in processing requirements.

University of Dubuque

Student Assistant to Heritage Center Executive Director

• Advertise events hosted by the Heritage Center via posters, cards, websites, etc.
• Call or visit businesses, schools, churches, etc. for marketing
• Utilize Microsoft Word and Excel for databases