Client Service Associate

PTMA Financial Solutions; Quinte West; On-site; CAD 78,000 - 92,000; Full time

Job summary

PTMA Financial Solutions is seeking a detail-oriented client services professional in our Colorado office to support fund participants and internal staff. The role focuses on delivering excellent customer service, handling inquiries, and maintaining client account data.

You will use Outlook and Salesforce to manage requests, participate in audits, and collaborate with team members to ensure accurate processing of banking and fund-related tasks.

Qualifications

• Associates Degree or higher and/or 1-2 years banking experience.
• 1-2 years of customer service experience preferred.
• Knowledge of financial markets and mutual fund industry beneficial.

Responsibilities

• Provide exceptional participant experience by answering phone inquiries and emails.
• Utilize a Customer Service Management System to track client requests through completion.
• Perform data stewardship to ensure accuracy of source data used throughout the firm.
• Act as intermediary for all communications to PTMA LGIP clients.
• Process audit confirmation requests for Fund Participants.
• Assist and provide backup to other staff.
• Set up, update, and maintain client account information, including access to GPS.
• Assist clients and staff by investigating questions related to systems, accounts, procedures.

Skills

Customer service

Communication

Team collaboration

Phone support

Data tracking

Education

Associates Degree or higher

Banking experience 1-2 years

Tools

Outlook

Excel

Salesforce

Job description

Essential Duties and Responsibilities –

• Provide exceptional participant experience by answering phone inquiries, responding to emails to resolve all client requests timely.
• Utilize Customer Service Management System to track client requests through completion.
• Perform data stewardship to ensure accuracy of source data used throughout the firm.
• Act as intermediary for all communications to PTMA LGIP clients.
• Process audit confirmation requests for Fund Participants.
• Recommend and assists with enhancement and maintenance of procedures and related systems and reports.
• Order banking supplies and process billing for banking services.
• Assist and provide backup to other staff.
• Other duties and responsibilities as assigned by management.
• Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.
• Set up, update, and maintain client account information, including access to GPS.
• Assist clients and staff by investigating and answering questions related to systems, accounts, procedures, transactions and/or services.
• Assist with deliverables for annual audits of Funds.
• Provide coverage for vacation, sick and personal days of team members.
• Perform special projects as needed and assigned.

Decision Making/Difficulty of Work:

• The position is hands on, fast paced, detail and deadline oriented.
• The position requires good judgment, strong attention to detail, and accuracy.
• Organizational skills and management of priorities are necessary to succeed in this position.

Minimum Requirements:

• Ability to work effectively with employees of all levels within the company.
• Must be able to handle multiple tasks and prioritize appropriately.

Competencies Required

Computer Skills:

• Must be proficient in Outlook, Excel.
• Experience with a Customer Service Management tool such as Salesforce is beneficial.

Interpersonal Skills:

• Excellent customer service skills required.
• Must be able to work closely in a team environment.
• Must be able to evaluate problems as they occur daily and resolve them in cooperation with co-workers.

Communication Skills:

• Must be able to work closely with the other client service associates, and management.
• Strong oral and written communication skills are necessary to succeed.
• Must be comfortable on the phone and client facing.

Other Training, Education, Special Skills Required:

Education/Knowledge:

• Associates Degree or higher and/or 1-2 years banking experience
• 1-2 years of customer service experience preferred.
• Knowledge of financial markets and mutual fund industry beneficial.

The pay range for this role is:

55,000.00 - 65,000.00 USD per year (Colorado)