Wealth Management Operations - Client Service Associate
Plante Moran(1 month ago)
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.
Required Skills
- Portfolio Administration
- Client Services
- Account Transfers
- Paperwork Processing
- Custodian Relations
- Data Research
- Communication
- Problem-Solving
- Documentation
- Time Management
+1 more
Qualifications
- High School Diploma or GED
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
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