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PMA Services Specialist
2 months ago
North America Advisor & Intermediary Solutions
Salary Range:
$50,500 USD - $60,000 USD
Compensation will be determined based on the candidate's experience, skills, qualifications, and other job-related factors as permitted by law. At Russell Investments, salary is just one aspect of our comprehensive compensation package. Our total rewards strategy includes participation in competitive benefits programs such as healthcare, retirement plans, vacation, and wellness initiatives. Additionally, the successful candidate will have the opportunity to earn performance-based incentives tied to activity, revenue, cash flow generation, or other measurable criteria.
Position Overview:
We are dedicated to enhancing financial security for individuals. As a PMA Services Associate within our US Advisor and Intermediary Services (AIS) National Internal Sales & Services team, you will play a crucial role in fostering relationships between Russell Investments, various financial sponsor firms, and our partnering platform provider concerning the Personalized Managed Accounts (PMA) program.
Key Responsibilities:
- Facilitate communication among Russell Investments, our platform provider, and various sponsors.
- Resolve issues arising between our platform provider, Russell Investments, and sponsors.
- Execute corporate action elections as instructed.
- Assist Russell Investments' sales team and/or advisors with client onboarding tasks, including but not limited to:
- Reviewing client documentation for completeness.
- Addressing discrepancies in documentation and/or data.
- Regularly monitoring the PMA Services inbox.
- Develop and update onboarding and maintenance forms.
- Engage in proactive communication (via phone and email) with financial advisors to support client account onboarding and maintenance.
- Track opened and pending accounts diligently.
- Maintain and organize documents related to onboarded client accounts.
- Act as a liaison between the portfolio trading team and our sales team and/or clients.
- Perform other duties as assigned.
- Bachelor's degree in Accounting, Business, Finance, or a related field preferred.
- 1-2 years of relevant experience in investment management, custody, or fund administration is preferred.
- Licenses are not mandatory, but we are open to sponsoring Series 7 and 66 if performance standards are met.
- Knowledge of Separately Managed Accounts is advantageous.
- Prior experience in the financial industry is beneficial.
- Experience in an operational role involving account openings, transactions, etc., is preferred.
- Proficiency in Microsoft Office Suite.
- Familiarity with DocuSign.
- Strong attention to detail.
- Ability to analyze and solve problems effectively, with a structured decision-making process.
- Evaluate issues through systems thinking, recognizing downstream effects and future implications to prioritize solutions.
- Excellent communication skills with the ability to build trusted relationships.
- Ensure that the client's perspective is a guiding force in decision-making.
- Demonstrated ability to collaborate effectively with team members and adapt to changing requirements.
Russell Investments is committed to providing equal employment opportunities for all associates and applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.
