Wealth Management Operations - Client Services Support

Client Services Administration

Having roots in one of the nation's largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families, nonprofits, and retirement plan sponsors, providing comprehensive financial solutions in the areas of investment advisory, trust, tax, and insurance. With $19.4B in assets under management as of December 31, 2023, we have over 300 professionals dedicated to delivering holistic, independent, and objective financial guidance with the highest level of quality. Plante Moran enjoys a Workplace for Your Day model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Your role will include, but not be limited to :

• 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 :

The qualifications :

Our difference :

On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you'll see what makes us different : we're a relatively jerk-free firm (hey, nobody 's perfect) with a world-class culture, consistent recognition as one of Fortune Magazine's 100 Best Companies to Work For, and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. This is a non-exempt position, so you may have to work hours that exceed the standard 40-hour work week.

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person's ultimate potential begins with first acknowledging their inherent dignity. When we can recognize - and celebrate - our many human differences, we're able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.

Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.