PGIM Custom Harvest - Client Service Associate

Job Classification:

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.  We’re 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, PGIM’s 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