Job Classification:

What you will do

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.

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 $6.7 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
• 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