Wealth Management Operations - Client Services Support

Plante Moran•Southfield, MI

1d•Hybrid

About The Position

This role is part of a "we-care" culture that prioritizes employee growth, well-being, and success. The position involves delivering superior client service, acting as a liaison between internal staff, custodians, and others, and handling various administrative tasks related to client accounts. The role also requires adherence to company policies, development of process documentation, and collaboration with team members. Additionally, it involves assisting with system upgrades, testing new technology, and managing client data and issues.

Requirements

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
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

Responsibilities

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
Adhere to PMFA policies and procedures
Develop, document, 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, reports, or any items as a result of work
Research and resolve issues related to client information