Client Services Associate

Essential Duties and Responsibilities – Provide exceptional participant experience by answering phone inquiries, responding to emails to resolve all client requests timely. 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 assists 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. Decision Making/Difficulty of Work: The position is hands on, fast paced, detail and deadline oriented. The position requires good judgment, strong attention to detail, and accuracy. Organizational skills and management of priorities are necessary to succeed in this position. Minimum Requirements: Ability to work effectively with employees of all levels within the company. Must be able to handle multiple tasks and prioritize appropriately. Competencies Required Computer Skills: Must be proficient in Outlook, Excel. Experience with a Customer Service Management tool such as Salesforce is beneficial. Interpersonal Skills: Excellent customer service skills required. Must be able to work closely in a team environment. Must be able to evaluate problems as they occur daily and resolve them in cooperation with co-workers. Communication Skills: Must be able to work closely with the other client service associates, and management. Strong oral and written communication skills are necessary to succeed. Must be comfortable on the phone and client facing. Other Training, Education, Special Skills Required: Education/Knowledge: 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.

The Client Services Associate provides participant support by resolving inquiries via phone and email while maintaining accurate account data. They also assist with audit deliverables, process banking requests, and coordinate compliance reporting for the firm.

Candidates must possess an Associate degree or higher, along with 1-2 years of experience in banking or customer service. Proficiency in Microsoft Outlook and Excel is required, with strong communication and organizational skills.

• Customer servicePreferred
• CommunicationPreferred
• Problem solvingPreferred
• Time managementPreferred
• Attention to detailPreferred
• Microsoft OutlookPreferred
• Microsoft ExcelPreferred
• TeamworkPreferred

Identified from the job description. Confirm important requirements above.

• Customer Service
• Data Stewardship
• Communication
• Problem Solving
• Time Management
• Attention To Detail
• Microsoft Outlook
• Microsoft Excel
• Salesforce
• Banking Operations
• Financial Markets
• Mutual Fund Industry
• Account Management
• Audit Support
• Teamwork
• Interpersonal Skills
• Organizational Skills
• Customer Service Management
• Ability To Meet Deadlines
• Auditing
• Banking
• Banking Services
• Billing
• Management
• Decision Making
• Computer Literacy
• Cooperation
• Data Governance
• Financial Market
• Interpersonal Communications
• Mutual Funds
• Prioritization
• Detail Oriented

• Customer Service & Support
• Finance & Accounting
• Administrative
• Client Services Associate
• Client Service Representative / Associate
• Inquiry Clerks
• Customer Service Representatives

Minimum education

College diploma

Minimum experience

0+ years

Posting language

English

Working hours

40 hours per week