Job Description. Job Description. Summary. The CRM Specialist serves as a key resource in supporting PMA's Investment Team by driving investment processes and ensuring operational excellence. This role is focused on delivering exceptional service by fostering collaboration with internal and external partners, ensuring accurate transaction processing, and maintaining robust client profiles to support the team’s investment analysis. This highly col...
Job Description. Job Description. Summary. The Institutional Investment Specialist serves as the primary investment relationship manager for clients across multiple states, working collaboratively with external relationship team members to ensure seamless service delivery. This role focuses on providing PMA solutions, including comprehensive cash flow management, bond proceeds management, and the execution of tailored investment products to meet ...
