Wealth Management Operations - Client Services Support

About the role

You can count on us to support your career journey and help you achieve your professional goals. Join us.

Responsibilities

• Client Services Administration
• Deliver superior client service
• Serve as a liaison between internal staff, custodian, and others as needed
• Prepare new account paperwork
• Prepare paperwork for 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 with money movement activities
• Adhere to PMFA policies and procedures
• Develop, document, and/or maintain process policies and procedures for department
• Frequent interaction with internal and external professionals
• 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 team members
• Review agreements and be familiar with terms to ensure paperwork is in compliance
• Self-review of tasks performed, including client deliverables
• Manage and prioritize tasks and workflows
• Serve as a liaison between advisors and the 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

Qualifications

• 2+ years administrative or investment industry experience required
• High School diploma or GED equivalent is required
• 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

Benefits

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

What makes us different?

We are a relatively jerk-free firm with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

Equal Opportunity Employer

We are an Equal Opportunity Employer. Plante Moran maintains 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

Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

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. Please review the position description for the applicable geographic location.

Job Application Fairness Act

You have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.