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Plante Moran · 2 weeks ago

Wealth Management Operations - Client Service Associate

Grand Rapids

Full-time

Hybrid

Entry Level

$24.95/hr - $39.87/hr

2+ years exp

Plante Moran is one of the nation’s largest audit, tax, consulting, and wealth management firms. The Client Service Associate will handle portfolio administration and client services administration, acting as a liaison between clients and internal teams while ensuring compliance and efficient processing of account-related tasks.

AccountingConsultingFinancial ServicesInsuranceTax ConsultingWealth Management

Growth Opportunities

No H1B

Responsibilities

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

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

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 skillsHigh stress toleranceWritten communicationOral communicationTeam collaborationIndependent workAdministrative experienceInvestment industry experience

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