Plante Moran

Wealth Management Operations – Client Service Associate

Plante Moran

full-time

Posted on:

Location Type: Hybrid

Location: Southfield • Colorado, Illinois, Massachusetts, Ohio • 🇺🇸 United States

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Salary

💰 $25 - $40 per hour

Job Level

JuniorMid-Level

About the role

  • Portfolio Administration including self-review of tasks performed and 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
  • Preparation of new account paperwork and changes
  • Ensure timely completion of account transfers and 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
  • Develop, document and/or maintain process policies and procedures for department

Requirements

  • High School diploma or GED equivalent is required
  • 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
Benefits
  • Health, dental, vision, disability, and life insurance
  • Flexible Time Off
  • Various pre-determined holidays
  • 401(k) plan
  • Flexible benefits plans
  • Business-related travel expense, lodging, and meal reimbursement
  • Pension plan for eligible staff
  • Discretionary bonus plan for eligible staff

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft skills
client service orientationcreative problem solvingstrong written communicationstrong oral communicationteamworkindependent responsibilityclient interactionquality service deliverystress toleranceability to manage multiple demands
Certifications
High School diplomaGED equivalent