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Wealth Ops & Client Services Specialist

Job in Kalamazoo, Kalamazoo County, Michigan, 49006, USA
Listing for: Plante Moran
Full Time position
Listed on 2026-06-18
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Plante Moran is seeking a detail-oriented individual for a role focusing on client services administration in Kalamazoo, Michigan. The successful candidate will deliver superior service, manage account processes, and ensure compliance with operations standards. Qualifications include a minimum of 2 years in an administrative or investment role, a high school diploma, and strong interpersonal skills. The position offers comprehensive benefits including health insurance and a 401(k) plan, with a compensation range based on experience.
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