Client Service Associate

Job Description

Job Description

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 :

Minimum Requirements :

Competencies Required

Computer Skills :

Interpersonal Skills :

Communication Skills :

Other Training, Education, Special Skills Required :

Education / Knowledge :