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Wealth Management Ops & Client Services Specialist

Plante & Moran Financial Advisors, LLC

Plante & Moran Financial Advisors, LLC is seeking a dedicated Client Services Administrator based in Southfield, Michigan. This role involves ensuring superior client service, preparing account paperwork, and acting as a liaison among teams. The ideal candidate will have 2+ years of experience in an administrative or investment setting and strong communication skills. A generous benefits package including health insurance and Flexible Time Off is offered. #J-18808-Ljbffr Plante & Moran Financial Advisors, LLC

Vacancy posted 1 day ago
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