Associate Relationship Manager
$50000-$55000/y
PMA3 days ago
Highlight
OnsiteFull-timeEntry
Summary
PMA is seeking an Associate Relationship Manager to join their team in Lancaster, PA. The role involves serving as the primary investment relationship manager for clients, focusing on providing PMA solutions including cash flow management and tailored investment products.
About the Role
As an Associate Relationship Manager, you will deliver exceptional service to clients, maintain and enhance client relationships, and provide proactive support to team members. Your responsibilities will include discussing maturities with clients, promoting PMA products, monitoring investment purchases, and managing client databases. You will also coordinate pre-issuance planning and respond to customer inquiries.
About You
Required:
- Bachelor's degree in accounting or finance from a four-year college or university.
- 1-2 years of related experience or training.
Preferred:
- Experience in an investment management (Broker-Dealer–Advisor) environment.
- Regulatory Licensures: Series 7, Series 63, and Series 50 (can be obtained within 9 months of employment).
Benefits
- Competitive salary range of $50k–$55k.
- Comprehensive benefits package.
PMA
PMA is a family of financial services companies that helps thousands of municipalities, school districts, local government investment pools, individuals, insurance companies and other institutions by providing investment, financial management and fund administration services. Day to day, we operate as one company, providing whatever services you need in seamless, coordinated fashion. Legally, we go by a few different names. But you only need to remember one: PMA.
Lancaster, PA