Job Classification:
Sales - Sales
What you will do
PGIM Custom Harvest is looking for an experienced Client Service Associate to focus on Retail Separately Managed Accounts. The Client Service Associate will work to strengthen relationships and ensure that clients are satisfied.
PGIM Custom Harvest, a division of PGIM Investments, is a pioneer in the development of tax-beneficial investment strategies using exchange-traded-funds (ETFs) for clients seeking improved after-tax outcomes. We provide full exposure to a client-selected benchmark while generating tax alpha through customized separately managed account (SMA) portfolios of ETFs.PGIM Custom Harvest manages $2.4 billion on behalf of a wide range of RIAs and Wealth Managers.
What you can expect
Development and review of client transition proposals with financial advisors for prospective clients
Preparation and review of client performance reports with financial advisors and PGIM wholesalers for existing clients
Perform new account analysis and coordinate acceptance
Liaison with FA/clients as well as internal stakeholders
Respond to account related inquires arising from Client Portal
Ensure the resolution of Financial Advisor/Client inquiries and requests.
What you will bring
Demonstrated knowledge of retail separately managed accounts and direct indexing
4 years of experience in client services within investment management, brokerage, or capital markets
Knowledge of financial regulations and best practices
FINRA 7 & 66 licenses
Strong knowledge of portfolio construction
What will set you apart
Specific knowledge of ETFs and structured products
Chartered Financial Analyst (CFA) designation
Strong time management skills
Attention to detail
Mathematical ability
Ability to work independently with minimal supervision
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 $75,000 to $105,000. 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 Investments
PGIM Investments provides access to active investment strategies across the global markets in the pursuit of consistent outperformance for investors. Were part of PGIM, a leading global investment manager.
PGIM Investments offers actively managed investment solutions including US mutual funds; closed-end funds; ETFs; UCITS funds; PGIM Custom Harvest; and Asia Local.
Our broad range of investment solutions allows us to deliver a diversified suite of actively managed solutions across a broad spectrum of asset classes and investment styles to meet investors long-term needs. We provide the focus, expertise, innovation, and attention to risk demanded by the most sophisticated investors through products managed by our affiliated asset managers: PGIM Fixed Income, PGIM Real Estate, Jennison Associates, and PGIM Quantitative Solutions
About PGIM Global Asset Management
PGIM is the global asset management business of Prudential Financial, Inc. (NYSE: PRU), a leading global investment manager with nearly US$1.2 trillion in assets under management as of 30th December,2022. With offices in 18 countries, PGIMs businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives.
With a history dating back almost 145 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit PGIM.com
Our Commitment to Diversity, Equity, and Inclusion
Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work. We do not just accept differencewe celebrate it, support it, and thrive on it. At Prudential, employees have a unique opportunity to build their career path by owning their development, their career, and their future. We encourage employees to hone their skills and explore continued opportunities within Prudential.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.
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Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity