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Wealth Ops: Client Services & Transactions Specialist
Job in
Grandview Heights, Franklin County, Ohio, USA
Listed on 2026-08-11
Listing for:
Plante Moran
Full Time
position Listed on 2026-08-11
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator
Job Description & How to Apply Below
Plante Moran is seeking a detail-oriented administrative professional to support client services administration and transaction documentation. You will prepare account paperwork, coordinate transfers, and liaise with custodians and internal staff to ensure timely processing and accuracy.
The role emphasizes strong communication, problem-solving, and teamwork in a busy environment with deadlines. A non-exempt, in-office role offers benefits and opportunities for growth within a leading national
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