Investment Relationship Manager, Client Solutions

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

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.