Wealth Management Operations - Client Services Support

Plante Moran; Columbus (OH); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking firm that prioritizes flexibility and balance in a dynamic work environment. This role focuses on client service administration, ensuring superior support and communication for clients while adhering to company policies. With a commitment to diversity and inclusion, the firm fosters a culture where every individual is valued and empowered. If you thrive in a fast-paced setting and are eager to contribute to a team dedicated to excellence, this opportunity is perfect for you. Embrace the chance to grow and excel in your career with a company that truly cares about its people and clients.

Benefits

Health insurance

Dental insurance

Vision insurance

Flexible Time Off

401(k) plan

Discretionary bonus plan

Lodging reimbursement

Meal reimbursement

Qualifications

• 2+ years industry experience in client services or banking.
• Strong computer skills and high attention to detail.

Responsibilities

• Deliver superior client service and serve as a liaison.
• Ensure timely completion of account transfers and paperwork.

Skills

Client service orientation

Creative problem-solving skills

Strong written communication

Strong oral communication

Attention to detail

Ability to thrive in fast-paced environments

Education

High School diploma or GED equivalent

Bachelor's degree in Business, Accounting, or Finance

Tools

Microsoft Office Suite

Client Management Software

Job description

• Location: United States, Michigan, Southfield

• Location: United States, Michigan, Grand Rapids

• Location: United States, Michigan, Kalamazoo

• Location: United States, Illinois, Chicago

• Location: United States, Colorado, Denver

• Location: United States, Ohio, Columbus

Make your mark.Having roots in one of the nation's largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudlyserves 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 managementasof December 31, 2023, we have over 300 professionals dedicated todelivering holistic, independent, and objective financial guidance with the highest level of quality, integrity, and excellence.

Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Your role.

Your work will include, but not be limited to:

• Client Services Administration
• 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
• 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
• 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 responsibilities
• 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 (hey, nobody 's perfect) 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.

Plante Moran maintains a drug-free workplace.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, 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 candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.

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#LI-Hybrid

Salary Class

Hourly

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability and life insurance. These standard offerings are effective on the first of the month following your start date. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging and meal reimbursement for business-related use. A Pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers Interns and Contractors the option to elect health insurance under our contingent staff medical plan as of the 1st of the month following 60 days of employment in addition to limited paid time sick time. Seasonal staff are not eligible for benefits.


Compensation is commensurate with technical skills and experience is provided in accordance with applicable state requirement. Compensation information posted is based on a position being located in the state of CO or IL. Please review theposition location for theapplicable geographic location.


Under Colorado's Job Application Fairness Act, you have the right to redact from any documents that you submit in connection with your application information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

Colorado hourly rate range is as follows:

$26.58 to $39.87

Illinois hourly rate range is as follows:

$27.39 to $41.09