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Wealth Management Ops: Client Service Associate

Plante Moran

Plante Moran in Ann Arbor seeks an experienced administrative professional to manage client services and portfolio administration. Responsibilities include preparing account documents, serving as a liaison between clients and internal teams, and ensuring timely account processing. The ideal candidate will have a high school diploma with 2+ years of relevant experience, strong communication skills, and the ability to excel in a fast-paced setting. A comprehensive benefits package and non-exempt work status are offered, with potential for overtime. #J-18808-Ljbffr

Vacancy posted 2 days ago
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