Wealth Management Operations - Client Services Support
About the role
From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals.
Responsibilities
- Deliver superior client service
- Serve as a liaison between internal staff, custodian, and others as needed
- Preparation of new account paperwork
- Preparation of paperwork for account changes
- Preparation of account transfer paperwork and verification of 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
- Assist 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 back up 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
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
On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re 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.
Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.
Benefits
- Health, dental, vision, disability, and life insurance
- Flexible Time Off and various pre-determined holidays
- 401(k) plan and flexible benefits plans
- Business-related travel expense, lodging, and meal reimbursement for business-related use
- Pension plan available for eligible administrative and paraprofessional staff
- Discretionary bonus plan available for eligible staff
- Some contingent staff positions offer the option to elect health insurance in addition to limited paid sick time
Pay
The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $33.87