Wealth Management Operations - Client Service Associate

Plante & Moran, PLLC

Multiple Locations
$24.95 - $39.87 ph
On-site
Portfolio administration
Client data management
Account paperwork preparation
Plante & Moran, PLLC is seeking a Client Service Associate for their Wealth Management Operations, focusing on portfolio and client services administration. The ideal candidate should have at least two years of experience in the investment or administrative sector, along with strong communication and problem-solving skills

Job Summary

  • Your work will include portfolio administration, client services administration, and general operational support.
  • The company prioritizes growth, well-being, and success with a 'we-care' culture.
  • Benefits include health, dental, vision, disability, life insurance, flexible time off, and a 401(k) plan.

Matching Summary

Match Score: 85

Plante & Moran, PLLC is seeking a Client Service Associate for their Wealth Management Operations, focusing on portfolio and client services administration. The ideal candidate should have at least two years of experience in the investment or administrative sector, along with strong communication and problem-solving skills.

Salary

$24.95 - $39.87

Skills & Requirements

Must-have

  • Portfolio administration
  • Client data management
  • Account paperwork preparation
  • Money movement activities
  • Adherence to policies and procedures

Nice-to-have

  • Client service opportunities identification
  • System upgrade testing
  • Cross-training and backup support

Key Requirements

  • High School diploma or GED
  • 2+ years industry experience
  • Client service orientation
  • Strong written and oral communication skills
  • Ability to work independently and in a team
  • High stress tolerance

Work Rights

Not specified

Sponsorship: available

Tailored Resume

Cover Letter