Wealth Management Operations - Client Service Associate

Responsibilities

• Portfolio Administration – self‑review tasks performed, including client deliverables
• Manage and prioritize tasks and workflows
• Serve as liaison between advisors and broader PMFA operations team
• Field questions related to client data, reports or other items resulting from work
• Research and resolve issues related to client information
• Client Services Administration – liaison between internal staff, custodian, and others as needed
• Preparation of new account paperwork and 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 in operations roles
• Assist in testing and roll‑out of system upgrades, integration and new technology
• Coordinate workload with other client service associates
• Review agreements and ensure compliance of paperwork

• High School diploma or GED equivalent
• Minimum 2+ years industry experience; previous administrative or investment industry experience preferred
• Client service orientation combined with creative problem‑solving skills
• Strong written and oral communication skills
• Ability to work as part of a team while also functioning independently
• High stress tolerance and ability to thrive in a fast‑paced environment with strict deadlines

The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $39.87

• Health, dental, vision, disability and life insurance
• Flexible Time Off, various pre‑determined holidays
• 401(k) plan
• Flexible benefits plans, business‑related travel expense, lodging and meal reimbursement for business use
• Pension plan for eligible administrative and paraprofessional staff
• Discretionary bonus plan for eligible staff

• This is a non‑exempt position and may involve work beyond 40 hours per week
• Plante Moran is an Equal Opportunity Employer
• Applicants must be legally authorized to work in the United States without sponsorship, except for qualified bilingual candidates
• Unsolicited resumes from search firms or agencies are not accepted
• Candidates have the right to redact age, DOB, and educational information under Colorado’s Job Application Fairness Act