Client Services Associate

PTMA Financial Solutions; Denver (CO); On-site; USD 45,000 - 60,000; Full time

Job summary

PTMA Financial Solutions provides treasury management and financial services to public sector entities, operating primarily from Denver, CO. The role focuses on delivering exceptional client service, resolving inquiries, and maintaining accurate data across systems.

Responsibilities include handling inquiries via phone and email, tracking requests, supporting audits, and ensuring accuracy in client records.

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.
• Proficiency in Outlook and Excel; Salesforce experience is a plus.

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 assist 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.

Skills

Customer service

Communication

Problem solving

Attention to detail

Teamwork

Data stewardship

Organizational skills

Education

Associates Degree or higher

1-2 years banking experience

Tools

Outlook

Excel

Salesforce

Job description

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entitiesplusstable deposit funding solutions for financial institutions. Our financialexpertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.

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

Computer Skills:

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

Interpersonal Skills:

• 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.

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