CRM Specialist

PMA; Lancaster (Lancaster County); On-site; USD 40,000 - 65,000; Full time

Job summary

An established industry player is seeking a CRM Specialist to support their Investment Team. This entry-level role emphasizes exceptional client service and operational excellence, where you'll collaborate with internal and external partners to ensure accurate transaction processing and maintain client profiles for investment analysis. As an IT Liaison, you'll oversee technology support and system integration, making this position pivotal in driving investment processes. If you're dedicated, detail-oriented, and ready to thrive in a dynamic environment, this opportunity is perfect for you.

Qualifications

• Bachelor's degree in Business Management or related field required.
• 1-2 years of relevant experience or equivalent education.

Responsibilities

• Provide outstanding service to clients and internal teams.
• Manage and update internal databases and CRM systems accurately.
• Act as the IT Liaison for the Investment Team.

Skills

Client Service

Attention to Detail

Communication Skills

Initiative

Collaboration

Education

Bachelor’s Degree in Business Management

Focus on Accounting, Finance, IT, or Marketing

Tools

CRM Systems

Database Management

Job description

Join to apply for the CRM Specialist role at PMA

The CRM Specialist supports PMA's Investment Team by driving investment processes and ensuring operational excellence. Key responsibilities include delivering exceptional service, collaborating with internal and external partners, processing transactions accurately, and maintaining client profiles for investment analysis. The role will evolve to include serving as an ‘IT Liaison Support’ for the team.

Essential Functions:

1. Provide outstanding service to clients and internal teams, embodying core values of Integrity, Commitment, and Performance.
2. Support team collaboration and operational efficiency proactively.
3. Respond promptly to client inquiries related to accounts and issue resolution (non-sales).
4. Ensure accurate and timely processing of transactions in collaboration with partners.
5. Manage and update internal databases and CRM systems accurately.
6. Develop and maintain client cash flow profiles to aid investment analysis and opportunity identification.
7. Prepare and review bond proceeds management reports with the relationship management team.
8. Create and maintain regular internal reports to support operations and decision-making.
9. Act as the IT Liaison for the Investment Team, overseeing technology support and system integration.
10. Perform additional duties as assigned by management.

Qualifications:

• Bachelor’s degree in Business Management (with focus on Accounting, Finance, IT, or Marketing) or related field.
• 1-2 years of relevant experience or an equivalent combination of education and experience.
• Preferred experience in Investment Management (Broker-Dealer–Advisor environment).

Skills and Abilities:

• Initiative and dedication to client service.
• Attention to detail and ability to prioritize among conflicting deadlines.
• Ability to work under pressure and collaborate effectively.
• Excellent written and verbal communication skills in English.

Additional Information:

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Other