• Client Service Manager

    Job Locations US-PA-HARRISBURG
    Job ID
    2018-1360
    # of Openings
    1
    Category
    Customer Service/Support
  • Overview

    Firm Overview

    At PFM, we believe that, in a changing world, doing meaningful work is more important than ever. We are avid problem-solvers, using our collective expertise to deliver the best solutions. We are committed to understanding our clients’ needs and believe it takes both diversity of thought and background to understand and achieve our clients’ goals. Partnering with our clients in powerful ways, we bring a wealth of perspectives to generate better ideas and better advice.

    We are a leading provider of independent financial and investment advisory services to state and local governments. PFM’s asset management business is a nationally recognized, SEC-registered independent investment advisor providing expert investment advice and portfolio management services. We have over $122.8 billion of client assets under advisement, including $80.6 billion of discretionary assets under management (as of December 31, 2017). These funds include operating monies, capital reserves, municipal bond proceeds, pension and other post-employment benefit (OPEB) funds, and local government investment pools. Additionally, we provide investment consulting, specialized investment structuring, and tax compliance services to our clients. Our professionals work with state and local government officials, investment bankers, attorneys, and other finance professionals to develop and implement investment strategies on behalf of our public and nonprofit sector clients.

    At PFM, asset managers, financial advisors, and consultants partner with clients to transform their world. We combine superior financial advice, disciplined management, and ingenuity to build, power, move, and educate.

    Role Overview

    PFM’s Harrisburg office is seeking a Client Service Manager, which is an integral role within our Client Services Group (“CSG”). This individual will oversee a team of experienced client service professionals, including acting as a manager of our fixed-rate, fixed-term investment programs. The Client Services Manager will be expected to provide support to members of the CSG in order to provide PFM clients with best-in-class client service. The Client Service Manager will also assist with new business development and client relationship management to existing clients. This individual and their team work extensively and collaboratively with other employees and groups within in the organization to provide superior client service.

    Responsibilities

    • Develop an understanding of PFM’s products, services, and regional sales initiatives, including the fixed-rate, fixed-term investments offered through the Client Services Group.
      • Design and implement client outreach plans to proactively solicit clients with product opportunities and consider seasonal funding needs.
      • Set marketing and sales goals for CSG personnel to market the fixed-rate, fixed-term program.
      • Assists in developing product origination and daily relationship of those providers.
    • Work with Managing Directors and Directors to complete employee reviews and goals for members of the team.
    • Develops and mentors members of the team, maintaining regular communication, and prioritizing workflow and tasks.
    • Supports other sales, marketing, service, and management activities as appropriate.
    • Analyze market trends and recommend changes to marketing and business development strategies based on analysis and feedback.
    • Work with CSG management and teammates to identify inefficiencies in processes and create and implement solutions.
    • Participant in monthly activities, including the statement production process.

     

    Qualifications

    • A minimum of a Bachelor’s degree is required.
    • 5+ years of highly related experience in a similar role or management position. Related experience in the government, financial services and/or securities industry is highly desirable.
    • Progressive experience managing teams of 5-30 people.
    • Active FINRA Series 6 and 63 certifications required. Employees without active certifications must obtain these certifications as a requirement of continued employment in this role.
    • Authentic leadership style with a passion for creating a harmonious work environment, optimizing the performance of a diverse team, and developing staff.
    • Independent and self-motivated with a proven successful track record.
    • Ability to think and act strategically. Looks at issues affecting the team from a larger, longer-term perspective rather than just day-to-day task execution.
    • Demonstrates flexibility when approaching complex situations and often uses creative methods/solutions to resolve conflicts and/or avoid negative outcomes.
    • Familiarity with financial services customer service software.
    • Possesses a high degree of investment or financial acumen, institutional client-facing and presentation skills.
    • Self-starter with the ability to work collaboratively as well as independently.
    • Outstanding project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-paced environment.
    • Willingness to “go the extra mile” when necessary in order to achieve overall departmental and firm-wide goals and meet deadlines.
    • Demonstrates unwavering integrity and instills confidence in others.
    • Desire to improve processes, take initiative, and solve problems.
    • Strong working knowledge of MS Office applications and related technologies.

     

    Compensation

     

    Compensation includes a competitive base salary, bonus eligibility, and comprehensive benefits package.  PFM also offers the option for participation in profit sharing and 401K plans.

     

    Additional Information: PFM is not offering visa sponsorship for this position.

     

     

    PFM is an Equal Opportunity Employer (M/F/D/V) and maintains a drug-free workplace.

     

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