Associate Relationship Manager

PMA; Lancaster (Lancaster County); On-site; USD 50,000 - 55,000; Full time

Job summary

PMA is seeking an Institutional Investment Specialist to act as the primary investment relationship manager for clients. This role focuses on providing investment solutions tailored to client needs, enhancing relationships, and supporting seamless service delivery across multiple states. Candidates should have a degree in accounting or finance and will benefit from strong communication and problem-solving skills.

Qualifications

• One to two years related experience and/or training.
• Must obtain Series 7, Series 63, and Series 50 certifications.
• Excellent English communication skills.

Responsibilities

• Maintains and enhances client relationships to identify new service opportunities.
• Contacts clients regarding cash flow and investment management.
• Monitors investment purchases and ensures trade processing.

Skills

Attention to detail

Problem-solving

Communication

Initiative

Education

Bachelor’s degree in accounting or finance

Job description

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This range is provided by PMA. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $55,000.00/yr

Summary

The Institutional Investment Specialist serves as the primary investment relationship manager for clients across multiple states, working collaboratively with external relationship team members to ensure seamless service delivery. This role focuses on providing PMA solutions, including comprehensive cash flow management, bond proceeds management, and the execution of tailored investment products to meet client needs.

Essential Functions

Consistently delivers exceptional internal and external service to clients, embodying the core values of Integrity, Commitment, and Performance.

Provides proactive support to team members to foster collaboration and operational efficiency.

Maintains and enhances client relationships to foster goodwill and identify new service opportunities.

Contacts clients to discuss maturities, review cash flow, provide bond proceeds management reports, and coordinate reinvestments.

Promotes PMA establishment products and services, aligning solutions with customer requirements to drive engagement and satisfaction.

Monitors investment purchases and ensures seamless trade processing.

Coordinates pre-issuance planning, paperwork, and bid requests for bond proceeds management.

Responds promptly to customer inquiries, including account changes, product inquiries, and issue resolution.

Updates and manages client databases, ensuring accuracy in records for authorized signors, account maintenance, and agendas.

Performs other duties and responsibilities as assigned by management, demonstrating flexibility and commitment.

Education And/or Experience

Bachelor’s degree (B.S.) degree from four-year college or university in accounting or finance; one to two years related experience and/or training; or equivalent combination of education and experience.

Preferred Experience In Investment Management (Broker-Dealer–Advisor) Environment

Knowledge, Skills and Abilities Required

Interpersonal

Ability to take initiative and willingness to go the extra mile for our clients

Attention to detail.

Ability to prioritize work with many conflicting deadlines

Ability to work well under pressure

Ability to collaborate and problem solve with both technology and business team members.

Communication

Excellent English communication skills, both written and verbal

Licenses, Registrations, and Certifications

Regulatory Licensures: Series 7, Series 63 and Series 50 (Can be obtained within 9 months of employment.)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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Relationship Manager- Investment Solutions

Lancaster, PA $70,000.00-$100,000.00 1 day ago

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