More jobs:
Wealth Management Operations & Client Services Specialist
Job in
Southfield, Oakland County, Michigan, 48076, USA
Listed on 2026-08-11
Listing for:
Plante & Moran Financial Advisors, LLC
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 Financial Advisors, LLC (PMFA) seeks an organized Client Services Administrator to support the client service team in a fast-paced, professional office environment. You will prepare account paperwork, coordinate transfers, and act as a liaison between advisors, staff, custodians, and clients.
The role requires at least 2 years of administrative or investment industry experience, a high school diploma, and strong communication skills.
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