Client Service Associate at PTMA Financial Solutions in Denver, CO

Summary: PTMA Financial Solutions is a provider of treasury management and liquidity management services to the public sector. The Client Service Associate role involves providing exceptional participant experience, managing client inquiries, and ensuring data accuracy while assisting with various operational tasks. 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 Required Qualifications: - Ability to work effectively with employees of all levels within the company - Must be able to handle multiple tasks and prioritize appropriately - Must be proficient in Outlook, Excel - 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 - 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 - Associates Degree or higher and/or 1-2 years banking experience - 1-2 years of customer service experience Preferred Qualifications: - Experience with a Customer Service Management tool such as Salesforce is beneficial - Knowledge of financial markets and mutual fund industry beneficial Required Skills: Customer Service Management, Excel, Customer Service Skills Important Skills: Salesforce, Financial Markets Knowledge