Plante Moran
WealthManagementOperationsClientServicesSupport
“Wealth Management Operations - Client Services Support at Plante Moran. Skills: Client Services Administration, Deliver superior client service, Serve as a liaison between internal staff, custodian, and others as needed, Frequent communication with custodians and internal staff, Identify and communicate client service opportunities to internal professionals, Adhere to PMFA policies and procedures, Develop, document, and/or maintain process policies and procedures for department, Frequent interac”
What You'll Achieve.
Deliver superior client service; Ensure timely completion of account transfers and other paperwork processing; Identify and communicate client service opportunities to internal professionals
Industry & Context.
creative problem-solving skills; Research and resolve issues related to client information
may have to work hours that exceed the standard 40-hour work week, 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
What They're Looking For.
Must Have
2+ years administrative or investment industry experience required, High School diploma or GED equivalent is required, Client service orientation combined with creative problem-solving skills, written and oral communication skills, Ability to work effectively as part of a team, yet function well with independent 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 high stress tolerance
What You'll Do.
Client Services Administration
Deliver superior client service
Serve as a liaison between internal staff
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
Adhere to PMFA policies and procedures
and/or maintain process policies and procedures for department
Frequent interaction with internal and external professionals
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 team members
Review agreements and be familiar with terms to ensure paperwork is in compliance
Self-review of tasks performed
including client deliverables
Manage and prioritize tasks and workflows
Serve as a liaison between advisors and the broader PMFA operations team
Field questions related to client data
or any items as a result of work
Research and resolve issues related to client information
How You'll Work.
Team & Collaboration
Serve as a liaison between internal staff, custodian, and others as needed; Frequent communication with custodians and internal staff; Frequent interaction with internal and external professionals; Cross train and back up to other team members roles in operations; Coordinate workload with other team members; Serve as a liaison between advisors and the broader PMFA operations team
Communication Scope
written and oral communication skills; Frequent communication with custodians and internal staff; Identify and communicate client service opportunities to internal professionals; Frequent interaction with internal and external professionals; Field questions related to client data, reports, or any items as a result of work
Process & Methodology
Manage and prioritize tasks and workflows
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