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plante moran

Experienced Hires

PMFA Client Service Support Specialist

  • Location: United States, Michigan, Southfield

Date published:

30-Aug-2018

From day one, make the mark. With more than $14.3 billion of assets under management, Plante Moran’s Wealth Management Team serves as a trusted advisor to more than 2,400 high net worth individuals, family business owners, and corporate retirement plans helping them build, manage and preserve their wealth.  Our integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning.

 

Your role.

Your work will include, but not be limited to:

  • Serve as a liaison between internal staff and custodians, and other parties as needed.
  • Prepare new account applications, account transfers and maintenance paperwork.

  • Process money movement transactions (journals, checks, wires and IRA distributions).

  • Research and resolve client account issues with custodians and internal staff.

  • Assist with various client service processes including Separately Managed Accounts and Estate Settlements.

      

The qualifications.

  • Strong computer skills (Microsoft Outlook, Excel, Word, CRM, SharePoint, etc.).
  • Prior financial industry experience in a client service role.

  • Associates degree is preferred, but not required.

  • This position may require some local and national travel.

 

Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” We have been recognized on Forbes “Top 50 Wealth Managers” list and honored as the fifteenth largest independent financial advisory firm based on assets under management, according to Financial Advisor magazine.  At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

 

Apply now. Experience our difference.

 

This is a non-exempt position, and you may have to work hours that exceed the standard 40-hour work week.

 

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

 

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   

 

The specific statements above are not intended to be all-inclusive.