07 Sep
|
PTMA Financial Solutions
|
Quinte West
07 Sep
PTMA Financial Solutions
Quinte West
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
📌 Client Services Associate (Quinte West)
🏢 PTMA Financial Solutions
📍 Quinte West