Public Sector Client Experience Specialist

PMA Financial Network; Denver (CO); Sur place; USD 55 000 - 65 000; Plein temps

Résumé du poste

PTMA Financial Solutions, headquartered in Denver, CO, is seeking a detail‑oriented Client Service Associate to deliver exceptional participant experience by answering inquiries, processing requests, and maintaining client data.

The role uses a Customer Service Management system, supports banking services, audits, and reports, and requires teamwork, strong communication, and familiarity with Excel and Outlook.

Qualifications

• Associates Degree or higher and/or banking experience.

Responsabilités

• Provide exceptional participant experience by answering phone inquiries and responding to emails to resolve client requests.
• 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.

Connaissances

Customer service

Communication

Teamwork

Attention to detail

Formation

Associates Degree or higher

1-2 years banking experience

1-2 years customer service experience

Outils

Outlook

Excel

Salesforce

Description du poste

PTMA Financial Solutions, headquartered in Denver, CO, is seeking a detail‑oriented Client Service Associate to deliver exceptional participant experience by answering inquiries, processing requests, and maintaining client data.

The role uses a Customer Service Management system, supports banking services, audits, and reports, and requires teamwork, strong communication, and familiarity with Excel and Outlook.