Wealth Ops & Client Services Specialist

Plante Moran; Kalamazoo (MI); On-site; USD 34,371 - 46,659; Full time

Benefits offered by this job

Health, dental, vision, disability, and life insurance

Flexible Time Off and holidays

401(k) plan

Discretionary bonus plan

Business-related travel expense reimbursement

Job summary

Plante Moran is seeking a detail-oriented individual for a role focusing on client services administration in Kalamazoo, Michigan. The successful candidate will deliver superior service, manage account processes, and ensure compliance with operations standards. Qualifications include a minimum of 2 years in an administrative or investment role, a high school diploma, and strong interpersonal skills. The position offers comprehensive benefits including health insurance and a 401(k) plan, with a compensation range based on experience.

Qualifications

• 2+ years administrative or investment industry experience required.
• Client service orientation combined with creative problem-solving skills.
• Ability to thrive in a challenging and fast-paced environment.

Responsibilities

• Deliver superior client service.
• Ensure timely completion of account transfers and paperwork processing.
• Research and resolve issues related to client information.

Skills

Client service orientation

Problem-solving skills

Strong communication skills

Teamwork

Education

High School diploma or GED

Job description

Plante Moran is seeking a detail-oriented individual for a role focusing on client services administration in Kalamazoo, Michigan. The successful candidate will deliver superior service, manage account processes, and ensure compliance with operations standards. Qualifications include a minimum of 2 years in an administrative or investment role, a high school diploma, and strong interpersonal skills. The position offers comprehensive benefits including health insurance and a 401(k) plan, with a compensation range based on experience.