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Wealth Management Client Services Operations; Hybrid

Job in Southfield, Oakland County, Michigan, 48076, USA
Listing for: Plante & Moran
Full Time position
Listed on 2026-02-19
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Management Client Services Operations (Hybrid)
A leading consulting firm in Southfield seeks an administrative professional to deliver superior client service. The role involves preparation of account paperwork and ensuring timely completion of account transfers. Candidates must have 2+ years of relevant experience and demonstrate strong communication and problem-solving skills. Embracing a supportive culture, the firm offers flexibility and a commitment to diversity. Join a reputable team where your growth and success are prioritized.
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