PGIM Custom Harvest - Client Service Associate Opens in a new window

WORK FOR A COMPANY WHOSE CULTURE IS BUILT ON RESPECT

AT PRUDENTIAL AND PGIM, YOU CAN.

Here you’ll find a high-performance culture that’s flexible, collaborative, and grounded in respect. We engage with candor, take calibrated risks, and hold ourselves accountable — always focused on delivering for our customers. It’s the standard we choose every day as we grow, perform, and win as one team.

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 Global Wealth, 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 SMA portfolios of ETFs. PGIM Custom Harvest manages $7.1 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
• 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 Global Wealth

PGIM Global Wealth is a diversified distributor of asset management capabilities, with over 100 actively managed funds globally. We are dedicated to helping clients tackle their toughest investment challenges and base the foundation of our investment strategy around collaboration and innovation. Our leadership team welcomes new ideas and challenging the status-quo and are committed to developing talent for long-term success.

At PGIM Global Wealth, we consider it a great privilege and responsibility to help investors participate in opportunities across the global markets while meeting their toughest investment challenges. We offer a diversified suite of actively managed funds across a broad spectrum of asset classes and investment styles, with over $95 billion in assets under management.

• 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…