Wealth Management Operations - Client Services Support

Count on us. Our “we-care” culture is more than just a motto; it’s a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: Client Services Administration 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 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 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 The qualifications. 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 This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week. Benefits. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range for this role in CO, IL, OH, and MA is: $24.95 - $33.87. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. #J-18808-Ljbffr Dormont Manufacturing Co