2 retail customer experience coordinator jobs found

Job Classification: Investment Management - Investment Operations What You Will Do We are seeking an Associate to support the day‑to‑day operational functions of the separately managed account (SMA) platform. This role is responsible for providing end‑to‑end operational oversight for the SMA platform, ensuring accurate, timely, and well‑controlled execution across daily, periodic, and annual processes. The position supports critical functions including billing and revenue reporting, client agreements and RIA documentation, new account onboarding, custodian coordination, operational reporting, and exception management. The role partners closely with Finance, Legal, Sales, Trading, and Technology teams to resolve issues, maintain data integrity, and support platform growth, while continuously enhancing operational controls, documentation, and process efficiency. PGIM Custom Harvest, a division of the PGIM Global Wealth group, is a pioneer in the development of...

Job Classification: Technology - Agile, Delivery, & Product Group Insurance is seeking an experienced and motivated professional to join the Customer Data Management Team as a Technical Systems Analyst. This will be a customer-facing role, yet requires technical and business expertise. The ability to perform a consultative role to partner with Operation to define solutions for Group Insurance customers and their Third-Party Administrators will be a critical component of this position. What you'll do: This position supports the installation Group Insurance customers The Analyst works closely with our customers and/or their Third-Party Administrators, and internal business partners including Implementation, Distribution and Operations to define and implement effective solutions. Specific duties include: Defining data requirements specific to the customers’ plan design, reviewing data requirements with the customer, offering alternatives for data concerns....