Client Services Supervisor

Job Title

PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions.

Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm's primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.

The position supervises the day-to-day operations of the Client Services Associates in the performance of their daily responsibilities for Local Government Investment Pools (LGIPs).

• Oversee staff of Client Service Associates in their daily activities.
• Develop and maintain training procedures with the Manager of Client Services. Serve as primary trainer for new associates.
• Participate in recruiting, interviewing and hiring new staff as turnover occurs.
• Oversee daily activity including review of associates' work to ensure timeliness and accuracy.
• Provide customer service including issue resolution and management of customer communication.
• Monitor client interactions of the members of the client service team and provide feedback and suggestions for improvements.
• Periodically perform phone call review and provide training to client service team.
• Develop and maintain department procedures, including at least annual review.
• Assist with completion of annual and semi-annual audits.
• Provide ongoing guidance and coaching of associates and annual performance evaluations.
• Perform special projects as needed and assigned.

• The position is hands on, fast paced, detail and deadline oriented.
• The position requires good judgment and possess strong attention to detail.
• Organizational skills and management of priorities are necessary to succeed in this position.
• The position requires the willingness to step up and lead the team.

• Ability to work effectively with employees of all levels within the company.
• Position requires accuracy and strong attention to detail.
• Must be able to handle multiple tasks and prioritize appropriately.

Computer

Skills:

• Must be proficient in Outlook, Excel.
• Salesforce experience preferred.

Interpersonal

Skills:

• 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.
• Excellent customer service skills required.
• Must be comfortable providing feedback (positive and negative).

Communication

Skills:

• Must be able to work closely with the other client service associates, analysts and management.
• Strong oral and written communication skills are necessary to succeed.
• Must be comfortable on the phone and client facing.

Education/Knowledge:

• Must have a 4-year Bachelor degree, preferably in Accounting or Finance
• 3+ years of experience required
• Knowledge of financial markets and mutual fund industry preferred
• Management experience required