Public Sector Client Services Specialist

PMA Financial Network; Denver (CO); On-site; USD 42,000 - 62,000; Full time

Job summary

PTMA Financial Solutions provides treasury and liquidity management services to public sector entities and financial institutions. The Denver/Naperville hub supports client accounts, audits, and reporting with a focus on accuracy and timely service.

As part of the client services team, you will manage inquiries, track requests, and assist with system enhancements while ensuring compliance and high-quality support for funds and accounts.

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.
• Proficient in Outlook and Excel; Salesforce experience is a plus.

Responsibilities

• Provide exceptional participant experience by answering phone inquiries and emails.
• Track client requests through the Customer Service Management System.
• Maintain accurate source data and client account information.
• Assist and serve as intermediary for communications to PTMA LGIP clients.
• Process audit confirmations for Fund Participants; assist with enhancements and reports.
• Order banking supplies and process billing for banking services.
• Assist and provide backup to other staff; cover vacations and personal days.
• Coordinate with staff to gather, analyze, summarize, and prepare reports for audits.

Skills

Customer service

Teamwork

Communication

Attention to detail

Education

Associates degree or higher

Banking experience

Tools

Outlook

Excel

Salesforce

Job description

PTMA Financial Solutions provides treasury and liquidity management services to public sector entities and financial institutions. The Denver/Naperville hub supports client accounts, audits, and reporting with a focus on accuracy and timely service.

As part of the client services team, you will manage inquiries, track requests, and assist with system enhancements while ensuring compliance and high-quality support for funds and accounts.