Public Sector Client Services Specialist

Helping Communities Thrive; Denver (CO); On-site; USD 55,000 - 65,000; Full time

Job summary

PTMA Financial Solutions in Denver, CO seeks a detail-oriented customer service associate to handle client inquiries by phone and email, manage data accuracy, and coordinate with LGIP clients. The role supports audits and data reporting while ensuring timely responses and quality service.

Ideal candidates have 1–2 years banking or customer service experience, familiarity with Outlook and Excel, and basic Salesforce knowledge.

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.

Responsibilities

• 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.
• Assist and provide backup to other staff and cover team vacations or sick days.

Skills

Outlook

Excel

Education

Associates Degree or higher

1-2 years banking experience

Tools

Salesforce

Job description

PTMA Financial Solutions in Denver, CO seeks a detail-oriented customer service associate to handle client inquiries by phone and email, manage data accuracy, and coordinate with LGIP clients. The role supports audits and data reporting while ensuring timely responses and quality service.

Ideal candidates have 1–2 years banking or customer service experience, familiarity with Outlook and Excel, and basic Salesforce knowledge.