Wealth Management Operations - Client Services Associate

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:

Portfolio Administration

Self-review of tasks performed, including client deliverables

Manage and prioritize tasks and workflows

Serve as a liaison between advisors and 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

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 and clients

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 client service associates

Review agreements and be familiar with terms to ensure paperwork is in compliance

The qualifications.

High School diploma or GED equivalent is required

Bachelor's degree in Business, Accounting, Finance or IT or the equivalent work experience in one of these areas is preferred, but not required

2+ years industry experience. Previous investment industry and administrative 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

Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients

Interest and aptitude for financial planning

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

What makes us different?

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.

Interestedapplicantsmust submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, 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 qualified candidates who are bilingual in either Japanese and English or Chinese 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.

For Colorado & Illinois Applicants:

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: $25.84 - $38.76

Illinois hourly rate range is as follows: $25.84 - $38.76

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