Wealth Management Operations - Client Services

Your Work 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
  • 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
  • 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

• 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.

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and holidays
• 401(k) plan and flexible benefits plans
• Business-related travel expense, lodging, and meal reimbursement
• Pension plan available for eligible staff
• Discretionary bonus plan for eligible staff
• Some contingent staff positions may have optional health insurance and limited paid sick time
• Compensation range for Colorado, Illinois, Ohio, and Massachusetts: $24.95 - $33.87

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace.