Plante Moran
Wealth Management Operations - Client Service Associate
Plante Moran, Columbus, Ohio, United States, 43224
Wealth Management Operations - Client Service Associate
Join to apply for the
Wealth Management Operations - Client Service Associate
role at
Plante Moran .
We’re celebrating a culture of growth, well‑being and success. From day one you’ll have support for your career journey and professional goals.
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
Serve as a liaison between internal staff, custodian, and others as needed
Preparation of new account paperwork and 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
2+ years industry experience. Previous administrative or investment industry experience preferred.
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
What makes us different? On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. 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.
Plante Moran values diversity, equity and inclusion. We strive to create a culture where each person feels accepted and valued, and where all staff feel a sense of belonging. We are an Equal Opportunity Employer and maintain a drug‑free workplace.
Salary for this role in CO, IL, OH, and MA is: $37,000 – $42,000 per year.
Seniority level Associate
Employment type Full‑time
Job function Finance and Sales
Industries Accounting
Columbus, OH $37,000.00 - $42,000.00 1 week ago
#J-18808-Ljbffr
Wealth Management Operations - Client Service Associate
role at
Plante Moran .
We’re celebrating a culture of growth, well‑being and success. From day one you’ll have support for your career journey and professional goals.
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
Serve as a liaison between internal staff, custodian, and others as needed
Preparation of new account paperwork and 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
2+ years industry experience. Previous administrative or investment industry experience preferred.
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
What makes us different? On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. 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.
Plante Moran values diversity, equity and inclusion. We strive to create a culture where each person feels accepted and valued, and where all staff feel a sense of belonging. We are an Equal Opportunity Employer and maintain a drug‑free workplace.
Salary for this role in CO, IL, OH, and MA is: $37,000 – $42,000 per year.
Seniority level Associate
Employment type Full‑time
Job function Finance and Sales
Industries Accounting
Columbus, OH $37,000.00 - $42,000.00 1 week ago
#J-18808-Ljbffr