Wealth Management Operations - Client Service Associate

About the role

Our "we-care" culture prioritizes your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals.

Responsibilities

• Portfolio Administration:
  • Self-review of tasks performed, including client deliverables
  • Manage and prioritize tasks and workflows
  • Serve as a liaison between advisors and broader PMFA operations team
  • Field questions related to client data, reports or any items as a result of work
  • Research and resolve issues related to client information
• Client Services Administration:
  • Serve as a liaison between internal staff, custodian, and others as needed
  • Prepare new account paperwork and account changes
  • Prepare account transfer paperwork and verify asset transfer eligibility
  • Ensure timely completion of account transfers and other paperwork processing
  • Frequent communication with custodians and internal staff
  • Monitor and follow up on alerts
  • Identify and communicate client service opportunities to internal professionals
  • Aid in money movement activities
• General:
  • Adhere to PMFA policies and procedures
  • Develop, document and/or maintain process policies and procedures for department
  • Frequent interaction with internal and external professionals and clients
  • Cross train and backup to other team members roles in operations
  • Assist in testing and roll out of system upgrades, system integration and new technology
  • Coordinate workload with other client service associates
  • Review agreements and be familiar with terms to ensure paperwork is in compliance

Qualifications

• High School diploma or GED equivalent
• 2+ years industry experience. Previous administrative or investment industry experience preferred
• Client service orientation combined with creative problem-solving skills
• Strong written and oral communication skills
• Ability to work effectively as part of a team, yet function well with independent responsibilities; ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients
• Ability to thrive in a challenging and fast-paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance

Pay

This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Schedule

We offer a "Workplace for Your Day" model which means we strive for flexibility and balance while staying true to our principally in-person model.

Benefits

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan
• flexible benefits plans
• business-related travel expense, lodging, and meal reimbursement for business-related use
• Discretionary bonus plan

Compensation Range

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography.

Equal Opportunity Employer

We are an Equal Opportunity Employer and maintain a drug-free workplace.

Application Instructions

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.