Wealth Management Operations & Client Services Specialist
Plante & Moran Financial Advisors, LLC
Plante Moran Financial Advisors, LLC (PMFA) seeks an organized Client Services Administrator to support the client service team in a fast-paced, professional office environment. You will prepare account paperwork, coordinate transfers, and act as a liaison between advisors, staff, custodians, and clients. The role requires at least 2 years of administrative or investment industry experience, a high school diploma, and strong communication skills. #J-18808-Ljbffr Plante & Moran Financial Advisors, LLC
Vacancy posted 2 days ago
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