Wealth Ops: Client Services & Transactions Specialist

Plante Moran; Grandview Heights (OH); On-site; USD 34,000 - 47,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Flexible Time Off

Bonus potential

Job summary

Plante Moran is seeking a detail-oriented administrative professional to support client services administration and transaction documentation. You will prepare account paperwork, coordinate transfers, and liaise with custodians and internal staff to ensure timely processing and accuracy.

The role emphasizes strong communication, problem-solving, and teamwork in a busy environment with deadlines. A non-exempt, in-office role offers benefits and opportunities for growth within a leading national

Qualifications

• 2+ years administrative or investment industry experience required.
• High School diploma or GED equivalent required.
• Client service orientation with problem-solving skills.
• Strong written and verbal communication skills.
• Teamwork with independent responsibilities and client interaction.
• Ability to work in a fast-paced environment with deadlines.

Responsibilities

• Deliver superior client service and act as liaison between internal staff, custodian, and others.
• Prepare new account paperwork and transfer paperwork; verify asset transfer eligibility.
• Ensure timely completion of account transfers and related paperwork processing.
• Monitor alerts and communicate client service opportunities to internal professionals.
• Assist with money movement activities and coordinate workload with team members.
• Review agreements to ensure paperwork compliance and perform self-review of tasks.

Skills

Administrative experience

Client service orientation

Communication skills

Team collaboration

Education

High School diploma or GED

Job description

Plante Moran is seeking a detail-oriented administrative professional to support client services administration and transaction documentation. You will prepare account paperwork, coordinate transfers, and liaise with custodians and internal staff to ensure timely processing and accuracy.

The role emphasizes strong communication, problem-solving, and teamwork in a busy environment with deadlines. A non-exempt, in-office role offers benefits and opportunities for growth within a leading national