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PGIM Institutional Client Group | Client Management Specialist

Job in Greater London, London, Greater London, W1B, England, UK
Listing for: Prudential Annuities Distributors (PAD)
Full Time position
Listed on 2026-01-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Job Description & How to Apply Below
Location: Greater London

* 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.
* 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.

Our business climate is a safe inclusive environment, centered around mutual respect, intellectual honesty, transparency, and teamwork. Our leaders are focused on talent & culture; dedicated to fostering growth & development at all levels to develop the industry leaders of tomorrow. Prudential Financial, Inc. is focused on creating a fully inclusive culture, where all employees feel comfortable bringing their authentic selves to work.

We don’t just accept difference—we 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 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…
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