Wealth Management Operations - Client Service Associate
Plante Moran
About this role
Client service and operations role supporting the firm’s wealth management team, focused on maintaining accurate client records and account administration. The position acts as a liaison between advisors, custodians, and internal operations while supporting process documentation and system initiatives.
Skills
Qualifications
About Plante Moran
plantemoran.comPlante Moran is one of the nation’s largest certified public accounting and business advisory firms, providing clients with financial, human capital, operations improvement, strategic planning, technology selection and implementation, and family wealth management services
Recent company news
Consulting.usPlante Moran expands into Boston with acquisition of Tonneson + Co
Jun 16, 2025
CPA Practice AdvisorPlante Moran Merges in Tonneson + Co. in Massachusetts
Jun 9, 2025
Inside Public AccountingTonneson + Co Joins Plante Moran
Jun 13, 2025
DBusiness MagazinePlante Moran in Southfield Acquires Boston Accounting Firm
Jun 9, 2025
Accounting TodayM&A roundup: Plante Moran, Sax and GHJ expand
Jun 10, 2025
About Plante Moran
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Plante Moran.
Salary
$50k – $80k
per year
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