Wealth Management Operations - Client Service Associate

Count on us. Our "we-care" culture is more than just a motto; it’s a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Your work will include, but not be limited to:

• Portfolio Administration
• Client Services Administration
• General

• High School diploma or GED equivalent is required.
• 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 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.

We are pleased to offer eligible staff a robust benefits package. Highlights include health, dental, vision, disability, and life insurance;
Flexible Time Off; a 401(k) plan; business-related travel, lodging, and meal reimbursement; a pension plan for eligible administrative and paraprofessional staff; a discretionary bonus plan for eligible staff; and a health insurance option for contingent staff.

Compensation range for this role in CO, IL, OH, and MA is: $24.95–$39.87 per hour.

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

Interested candidates must submit a resume for consideration through our applicant tracking system. Due to the high volume of interest, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified bilingual candidates (Japanese/English or Chinese/English). Unsolicited resumes from search firms or employment agencies will not be paid a fee and become the property of Plante Moran.

Under Colorado’s Job Application Fairness Act, you have the right to redact age, date of birth, or dates of attendance from any documents that you submit in connection with your application.

We offer a comprehensive benefits package for eligible staff, including health, dental, vision, disability, and life insurance; flexible time off; a 401(k) plan; business-related travel and lodging reimbursement; and more.