Wealth Management Operations - Client Services Associate

Wealth Management Operations - Client Services Associate

Join to apply for the Wealth Management Operations - Client Services Associate role at Plante Moran

Wealth Management Operations - Client Services Associate

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Join to apply for the Wealth Management Operations - Client Services Associate role at Plante Moran

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Count on us. Our "we-care" culture is more than just a motto; it's a promise. 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. Join us.



Your role .

Your Work Will Include, But Not Be Limited To

• Portfolio Administration
• Self-review of tasks performed, including 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
• Client Services Administration
• 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
• General
• Adhere to PMFA policies and procedures
• Develop, document and/or maintain process policies and procedures for department
• Frequent interaction with internal and external professionals and clients
• 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 client service associates
• Review agreements and be familiar with terms to ensure paperwork is in compliance

The Qualifications.

• High School diploma or GED equivalent is required
• Bachelor’s degree in Business, Accounting, Finance or IT or the equivalent work experience in one of these areas is preferred, but not required
• 2+ years industry experience. Previous investment industry and administrative experience preferred
• Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the 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
• Interest and aptitude for financial planning
• Strong computer skills
• High attention to detail
• High energy and ability to thrive in a challenging and fast paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance

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 (hey, nobody ‘s perfect) 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. So,what are you waiting for? Apply now.

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.

Plante Moran is committed to a…