Ptmacareers
PTMA Financial Solutions is seeking a Client Service Associate to provide exceptional participant experience by resolving client inquiries and requests through phone and email. The role involves utilizing a Customer Service Management System to track requests, ensuring data accuracy, and supporting annual fund audits. This position requires strong attention to detail, excellent communication skills, and the ability to manage multiple tasks in a fast-paced environment.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Ptmacareers.