Job Title Client Service Associate Who We Are Jennison Associates is a global investment management firm with over $200 billion in Assets under Management spanning across a range of various equity and fixed income investment strategies. Jennison was founded in 1969 on the principle that doing what's best for clients will always be right for the business. Grounded in our firm values of integrity, collaboration and client focus, the mission across all areas of our firm is to deliver superior long-term investment returns and excellence in client service. This singular focus is embedded in our culture and reflected in the way we invest, the service we provide to our clients, and the people we hire. We recognize that each employee plays a key part in achieving our mission, regardless of their role or title. As a result, we continually strive to make Jennison a fulfilling and rewarding place to work for all employees. Our Function The Client Service Associate will be a generalist member of the Client Advisory Group supporting the coordination and facilitation of servicing requests, account events, investment vehicle business management, and other client-related activities across distribution channels. This role will be primarily internally facing, with the potential to take on external responsibilities over time. Your Impact Your responsibilities will include, but are not limited to the following:
- Develop an understanding of the firm's products, market environment, and vehicle offerings.
- Develop and maintain a thorough understanding of client needs
- Coordinate the completion of recurring monthly, quarterly and annual client reporting deliverables and certifications
- Facilitate the completion of ad-hoc requests received by clients and their field consultants
- Manage Salesforce reporting and contacts, including list generation for client communication and other correspondence
- Collaborate with internal subject matter experts including Client Portfolio Managers, Marketing, and Business Support groups (e.g. Legal, Compliance, Risk, Operations)
- Work with Relationship Managers, Client Service Managers and Senior Client Service Associates to prepare for and execute client engagement
- Manage documentation and support the new client onboarding, asset transition, agreement amendment and client termination process
- Support the business management needs of the Prudential Trust investment vehicle
Your Required Skills Your required skills must include:
- BA/BS degree
- 1–3 years of experience within asset management supporting Client Service and/or Distribution; will also consider candidates with related experience in Marketing, Client Reporting or Operations
- Requires FINRA Series 7 license, or the ability to obtain them within a defined timeframe
- Proven experience working with others; includes investment professionals and other functions within firm
- Strong analytical and problem solving skills
- Strong verbal and written communication skills; ability to communicate effectively and confidently with team members and other groups at firm
- Proactive in asking questions and proposing solutions
- Ability to balance multiple priorities and shift priorities as needed
- Strong work ethic with focus on meeting deadlines and objectives
- Interest in pursuing a career in Distribution
What We Offer Jennison offers a generous benefits package including but not limited to: premier medical benefits, paid time off, a retirement profit sharing plan, wellness reimbursement, fully paid parental leave, family planning support, paid membership to concierge primary care, supplemental mental wellness benefit provides annual allotment of fully paid therapy sessions and unlimited coaching, additional health and wellness benefits, and life insurance. Our hybrid work model provides employees with the flexibility to work remotely 2 days a week. The base salary range for this role is $75,000 - $95,000. Individual salaries for this role may vary based on various factors including but not limited to, years of experience, range in corporate level, candidate skills, and geographic location. Eligibility to participate in a discretionary annual incentive program is subject to rules governing the program, whereby an award, if any, depends on various factors including but not limited to, individual and organizational performance. Jennison is committed to treating all applicants and employees fairly and to providing equal opportunity in compliance with applicable federal, state and local laws. Jennison does not and will not discriminate against any employee or applicant for employment on the basis of race, religion, ancestry, color, gender, gender identity, pregnancy, age, physical or mental disability, national origin, marital status, sexual orientation, citizenship status, covered-veteran or military status, genetic information, and/or any other factor protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.