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, rapid 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 pay range for this role is: 55,000.00
- 65,000.00 USD per year (Colorado)

📌 Client Service Associate (Quinte West)
🏢 PTMA Financial Solutions
📍 Quinte West