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 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.
PFM’s Harrisburg office is seeking a Client Service Representative (“CSR”) or Client Consultant (“CC”), which is an integral role within our Client Services Group (“CSG”). Client Service Representatives and Client Consultants interact with clients on a daily basis, serving their needs, answering any questions they may have, and initiate pro-active outbound calling efforts to include marketing campaigns. CSRs and CCs must be knowledgeable of all PFMAM products and services and impart this knowledge to our clients. They are also responsible for understanding the financial markets and translating market impacts to portfolio performance and the articulation thereof to our clients. They work extensively and collaboratively with other members of the Client Service Group and the Relationship Management Team, with the goal of supplying superior client service that will grow assets in our programs and products. These positions are client facing both by phone and in-person. The position into which the successful candidate is hired will depend on the selected individual’s unique experiences, education, and skills. The specific responsibilities for these roles are outlined below.
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.
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.