Client Management Specialist

Prudential Financial; City of Westminster; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading global asset manager is seeking a Client Management professional to support regional Client Managers in the EMEA region. The successful candidate will provide high quality service to clients and manage data requests effectively. You will collaborate with internal teams to ensure client needs are met and maintain records in CRM systems. Ideal applicants possess strong interpersonal, analytical, and client service skills, along with a degree in Finance or Economics. This role offers an opportunity to grow within a dynamic international team.

Benefits

Private Medical Insurance

Annual Leave of 25 to 28 days

Retirement Savings Plan

Qualifications

• Strong attention to detail and adherence to processes.
• Comfortable working in a fast-paced, dynamic environment.
• Prior internship and/or up to 8 years of work experience in client services.

Responsibilities

• Support Client Managers to provide high quality service to clients.
• Liaise with stakeholders to provide responses to data requests.
• Maintain client requests in CRM systems for tracking.

Skills

Client service skills

Analytical skills

Attention to detail

Interpersonal skills

Team player

Proactive problem-solving

Education

BA/BS degree in Finance, Economics or similar

Tools

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Overview

We are seeking a Client Management professional with strong client service skills to serve as a Specialist supporting regional Client Managers for the EMEA region, initially focusing on the Benelux and Nordics region. The Client Management Team has a broad mandate and works across asset classes, which include public and private fixed income, equities, real estate and alternatives. A successful candidate will have the opportunity to build out their professional skill set, learn about the asset management industry, work closely with Client Managers as well as various investment and functional support teams, and be part of a collaborative international team with direct exposure servicing institutional investors. The Client Management team works with marketing representatives, fund operations, senior management and other groups to provide portfolio managers, our clients, their consultants, and prospective clients with high quality reporting & marketing service, with accurate and timely information and analysis that is transparent and easy to interpret. What you can expect:

• Act as a support to Client Managers to provide a high quality of service to our clients and their business partners including fund administrators, custodians and investment consultants.
• Serve as a liaison to our stakeholders to provide responses to recurring and ad-hoc data requests from clients and their business partners, leveraging internal information systems and involving as needed various internal groups including Sales, Client Reporting, Compliance, Risk Management and Investment teams.
• Partner with internal groups to ensure client and their business partner needs are met, for example in relation to the handling and processing of:
• Portfolio compliance rule breaches and inquiries including the restricted issuer list updates.
• Settlement and other custodian questions.
• KYC and LEI renewals.
• Coordination and preparation of client meetings.
• Standard market and portfolio commentary requests.
• Client and Investment Consultant questionnaires and database update requests.
• Support the onboarding process of new mandates collaborating with internal and external stakeholders.
• Maintain client requests in CRM systems to ensure that the Client Managers have a record of the requests and actions taken.
• Work closely and pro-actively with Client Management teams to execute efficiently and effectively on client communication needs.
• Support Client Managers in their dealings with the portfolio management and other investment professional teams (e.g. Portfolio Analytics, Risk Management).
• Attend team meetings to develop an understanding of PGIM's key investment strategies and product knowledge.
• Identify opportunities for automation to streamline simple tasks and enhance scalability within the business.
• Ensure all information is organized securely and orderly to enable seamless access for all team members.

Qualifications

• BA/BS degree Finance, Economics or similar field.
• Interest in and basic understanding of capital markets, which include public and private fixed income, equities, real estate and alternatives, and portfolio management techniques.
• Experience with Microsoft Excel and PowerPoint and the ability to perform basic quantitative data analysis.
• Strong attention to detail and adherence to processes.
• Strong analytical and data skills.
• Strong interpersonal and communication skills, oral as well as written.
• Team player with high energy and a positive attitude.
• Seeks development and learning opportunities.
• Proficient use of technology applications through suite of Office 360 applications.
• Aladdin and Salesforce experience beneficial but not required.
• Strong critical thinking and logic skills.
• Comfortable working in a fast-paced, dynamic and international cross-border environment.
• Proactive in solution solving and self-starter attitude.
• Knowledge of the asset management industry.
• Prior internship and/or up to 8 years of work experience in client services, investor relations or a similar function.
• Industry knowledge developed through continuous learning.
• Additional European language skills, in particular in Dutch or Scandinavian languages would be a plus but are not required.

Benefits

• Private Medical Insurance: PGIM offers private medical insurance and pays the full premium on behalf of all employees.
• Annual Leave of 25 to 28 days, based on years of service, at full pay.
• Retirement Savings Plan: Employees receive a company contribution of 10% basic annual salary and a maximum employer-matching contribution of 5% of basic annual salary.
• Life Assurance & Income Protection: Life Assurance for 8 times your basic annual salary, up to a max benefit of £1.8million. 60% of your basic annual salary for a limited payment terms of 5 years, at the end of which a capital sum of 2x your basic annual salary is payable.

About PGIM

As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture based on respect and collaboration. When you join PGIM, you\'ll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers!

For more information about PGIM, visit PGIM.com. 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. We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand. 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, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.