Overview
PGIM Custom Harvest is looking for an experienced relationship manager to focus on Retail Separately Managed Accounts. The Client Service Associate will work to strengthen relationships and ensure that clients are satisfied.
What You Will Do
Development and review of client transition proposals with financial advisors for prospective clients
Perform new account analysis and coordinate acceptance
Liaison with FA/clients as well as internal stakeholders
Ensure the resolution of Financial Advisor/Client inquiries and requests
Provide daily reporting to senior leadership
Review account onboarding paperwork with FA/clients as well as PGIM Wholesalers
Generate account performance reports, review performance attribution, and contribute to future performance reporting enhancements
Function as subject matter expert for future enhancements of internal systems and processes
Daily management of inbound phone line to support Financial Advisor inquiries
Coordinate with Trading team to accommodate account trading instructions
Manage Advisor outreach campaigns in coordination with other Custom Harvest teams
What You Will Bring
Demonstrated knowledge of retail separately managed accounts and direct indexing
6+ years of experience in client services within investment management, brokerage, or capital markets
Knowledge of financial regulations and best practices
Specific knowledge of ETFs and structured products
Chartered Financial Analyst (CFA) designation
FINRA 7 & 66 licenses
Strong knowledge of portfolio construction
Strong Microsoft Excel skills (VLOOKUPs, Pivot Tables, managing large data sets)
Strong familiarity with Salesforce client management
Excellent verbal and written communication skills
Salary Range Disclosure 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 $100,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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.
About PGIM – Global Wealth PGIM Global Wealth is dedicated to helping clients solve their toughest investment challenges—whether it’s capital growth, reliable income, or protection from market volatility and other risks. As part of PGIM, the global investment management business of Prudential Financial, PGIM Global Wealth is the manufacturer and distributor of retail mutual funds sold primarily through third-party distribution channels. The products and strategies we create are managed by PGIM, which is Prudential’s asset management organization. Prudential has become recognized as a leading provider of investment solutions for institutional and retail clients. Our reputation for financial strength, investment talent, risk management, and thought leadership has led to rapid growth.
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.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including 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.
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What You Will Do
Development and review of client transition proposals with financial advisors for prospective clients
Perform new account analysis and coordinate acceptance
Liaison with FA/clients as well as internal stakeholders
Ensure the resolution of Financial Advisor/Client inquiries and requests
Provide daily reporting to senior leadership
Review account onboarding paperwork with FA/clients as well as PGIM Wholesalers
Generate account performance reports, review performance attribution, and contribute to future performance reporting enhancements
Function as subject matter expert for future enhancements of internal systems and processes
Daily management of inbound phone line to support Financial Advisor inquiries
Coordinate with Trading team to accommodate account trading instructions
Manage Advisor outreach campaigns in coordination with other Custom Harvest teams
What You Will Bring
Demonstrated knowledge of retail separately managed accounts and direct indexing
6+ years of experience in client services within investment management, brokerage, or capital markets
Knowledge of financial regulations and best practices
Specific knowledge of ETFs and structured products
Chartered Financial Analyst (CFA) designation
FINRA 7 & 66 licenses
Strong knowledge of portfolio construction
Strong Microsoft Excel skills (VLOOKUPs, Pivot Tables, managing large data sets)
Strong familiarity with Salesforce client management
Excellent verbal and written communication skills
Salary Range Disclosure 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 $100,000 to $125,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. 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.
About PGIM – Global Wealth PGIM Global Wealth is dedicated to helping clients solve their toughest investment challenges—whether it’s capital growth, reliable income, or protection from market volatility and other risks. As part of PGIM, the global investment management business of Prudential Financial, PGIM Global Wealth is the manufacturer and distributor of retail mutual funds sold primarily through third-party distribution channels. The products and strategies we create are managed by PGIM, which is Prudential’s asset management organization. Prudential has become recognized as a leading provider of investment solutions for institutional and retail clients. Our reputation for financial strength, investment talent, risk management, and thought leadership has led to rapid growth.
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.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including 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.
#J-18808-Ljbffr