Wealth Management Operations - Client Services Support

Plante & Moran Financial Advisors, LLC; Southfield (MI); Hybrid; USD 34,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) plan

Flexible time off

Holiday pay

Pension plan

Discretionary bonus

Job summary

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.

Qualifications

• 2+ years administrative or investment industry experience required.
• High School diploma or GED equivalent is required.
• Client service orientation combined with creative problem‑solving skills.
• Strong written and oral communication skills.
• Ability to work as part of a team and interact with clients and professionals.
• Thrive in a fast-paced environment with strict deadlines; high stress tolerance.

Responsibilities

• Client Services Administration
• Deliver superior client service
• Serve as a liaison between internal staff, custodian, and others as needed
• Prepare new account paperwork
• Prepare paperwork for account changes
• Prepare account transfer paperwork and verify asset transfer eligibility
• Ensure timely completion of account transfers and related paperwork
• 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 maintain process policies and procedures
• Interact with internal and external professionals
• Cross train and back up to other team members
• Assist in testing and rollout of system upgrades and new technology
• Coordinate workload with team members
• Review agreements for compliance
• Self-review of tasks and client deliverables
• Manage and prioritize tasks and workflows
• Serve as liaison between advisors and PMFA operations
• Field questions related to client data or reports
• Research and resolve issues related to client information

Skills

Client service

Communication

Teamwork

Problem solving

Education

High School diploma or GED

Job description

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 role. Your work will include, but not be limited to:

Responsibilities

• 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
• 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

Qualifications

• 2+ years administrative or investment industry experience required
• High School diploma or GED equivalent is required
• 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.

What makes us different? 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.

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.

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.

Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

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.

Benefits

• health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre‑determined holidays
• a 401(k) plan
• flexible benefits plans
• business‑related travel expense
• lodging
• 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
• option to elect health insurance in addition to limited paid sick time

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location.

The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $33.87 #LI-CB1 #LI-Hybrid

This application window is a good‑faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.

Our founders often referred to our firm as \"a people firm disguised as an accounting firm.\" Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.