Wealth Management Operations - Client Services Support

Role Overview

Your role will include, but not be limited to:

• 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 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 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

Company Culture

We are a relatively jerk-free firm with a world-class culture, consistently recognized as one of Fortune Magazine’s “100 Best Companies to Work For.” We are committed to a diverse, equitable, and inclusive workplace where all staff feel accepted and valued. We strive to create a culture where each person feels a sense of belonging and an opportunity to succeed.

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
• Pension plan for eligible administrative and paraprofessional staff
• Discretionary bonus plan for eligible staff

Compensation

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.

Application Information

To apply, please submit your resume using our applicant tracking system. 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. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package.