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Plante Moran · 2 weeks ago

Wealth Management Operations - Client Service Associate

Chicago, IL

Full-time

Hybrid

Entry Level

$24.95/hr - $39.87/hr

2+ years exp

Plante Moran is a leading audit, tax, consulting, and wealth management firm that values a supportive culture for professional growth. The Client Service Associate will manage portfolio administration and client services, serving as a liaison between clients and internal teams while ensuring timely and accurate processing of account-related tasks.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management

Growth Opportunities

No H1B

Hiring Manager

Catherine Bucholtz

Responsibilities

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

Qualification

Client service orientationProblem solving skillsWritten communication skillsOral communication skillsHigh stress toleranceTeamworkIndependent workFast-paced environment

Required

High School diploma or GED equivalent is required

2+ years industry experience

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