Associate Relationship Manager
PMA Financial NetworkLancaster, Pennsylvania, United States
Posted June 10, 2025
50000 - 55000 USD year
Full Time
About the Company
PMA Financial Network is a unified family of financial services firms that delivers investment, financial management, and fund administration solutions to municipalities, school districts, local government investment pools, individuals, insurance companies, and other institutional clients. By operating as a single entity despite multiple legal names, PMA offers seamless, coordinated service across the entire investment lifecycle, from portfolio construction to reporting. The firm differentiates itself through deep expertise in public-sector finance, a client-centric approach that tailors solutions to each entity’s unique regulatory and fiduciary requirements, and a commitment to transparency and long-term partnership. PMA’s collaborative culture encourages cross-functional teams to innovate and maintain high-quality service standards, making it an attractive employer for professionals who thrive in a dynamic, mission-driven environment.
Job Description
The Associate Relationship Manager serves as the primary investment relationship manager for clients across multiple states, working collaboratively with external relationship team members to ensure seamless service delivery.
Requirements
- Consistently delivers exceptional internal and external service to clients, embodying the core values of Integrity, Commitment, and Performance.
- Provides proactive support to team members to foster collaboration and operational efficiency.
- Maintains and enhances client relationships to foster goodwill and identify new service opportunities.
- Promotes PMA establishment products and services, aligning solutions with customer requirements to drive engagement and satisfaction.
- Monitors investment purchases and ensures seamless trade processing.
- Coordinates pre-issuance planning, paperwork, and bid requests for bond proceeds management.
- Responds promptly to customer inquiries, including account changes, product inquiries, and issue resolution.
- Updates and manages client databases, ensuring accuracy in records for authorized signors, account maintenance, and agendas.
- Performs other duties and responsibilities as assigned by management, demonstrating flexibility and commitment.
