Wealth Management Operations - Client Services Support

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 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 and Additional Details Health, dental, vision, disability, and life insurance Flexible Time Off and holidays 401(k) plan and flexible benefits plans Business-related travel expense, lodging, and meal reimbursement Pension plan available for eligible staff Discretionary bonus plan for eligible staff Some contingent staff positions may have optional health insurance and limited paid sick time Compensation range for Colorado, Illinois, Ohio, and Massachusetts: $24.95 - $33.87 Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. #J-18808-Ljbffr Plante Moran