Wealth Management Operations - Client Services Support

Client Services Administration

Having roots in one of the nation's largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $19.4B in assets under management as of December 31, 2023, we have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality.

Your role will include, but not be limited to:

• Deliver superior client service
• Serve as a liaison between internal staff, custodian, and others as needed
• Preparation of new account paperwork
• Preparation of paperwork for 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
• Adhere to PMFA policies and procedures
• Develop, document and/or maintain process policies and procedures for department
• Frequent interaction with internal and external professionals
• Cross train and back up to other team members roles in operations
• Assist in testing and roll out of system upgrades, system integration and new technology
• Coordinate workload with other team members
• Review agreements and be familiar with terms to ensure paperwork is in compliance
• Self-review of tasks performed, including client deliverables
• Manage and prioritize tasks and workflows
• Serve as a liaison between advisors and the broader PMFA operations team
• Field questions related to client data, reports, or any items as a result of work
• Research and resolve issues related to client information

The qualifications:

• High school diploma or GED equivalent is required
• Bachelor's degree in Business, Accounting, Finance, or the equivalent work experience in one of these areas is preferred, but not required
• 2+ years industry experience
• Previous investment industry, banking, and client service experience preferred
• Client service orientation combined with creative problem-solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibility
• Strong computer skills
• High attention to detail
• High energy and ability to thrive in a challenging and fast-paced environment characterized by interruptions and multiple demands with strict deadlines; high stress tolerance

Our difference:

On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different: we're a relatively jerk-free firm with a world-class culture, consistent recognition as one of Fortune Magazine's 100 Best Companies to Work For, and an endless array of opportunities.

At Plante Moran, diversity, equity, and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.