Field - based role introducing surface repair services to property managers and facility managers. Building relationships and driving a planned route in the Madison area.
About the role
- Client Services Administration role at Plante Moran, serving clients in Wealth Management Operations. Responsibilities include paperwork preparation, communication with custodians, and ensuring compliance.
Responsibilities
- Client Services Administration
- 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
- Monitor and follow up on alerts
- Identify and communicate client service opportunities
- Assist with money movement activities
- Adhere to PMFA policies and procedures
- Develop, document, and/or maintain process policies and procedures
Requirements
- 2+ years administrative or investment industry experience required
- High School diploma or GED equivalent required
- Client service orientation combined with creative problem-solving skills
- Strong written and oral communication skills
- Ability to work effectively as part of a team, yet function well with independent responsibilities
- Ability to thrive in a fast-paced environment with strict deadlines
Benefits
- Health, dental, and vision insurance
- Disability and life insurance
- Flexible Time Off
- 401(k) plan
- Business-related travel expense reimbursement
- Lodging and meal reimbursement for business-related use
- Pension plan for eligible administrative and paraprofessional staff
- Discretionary bonus plan for eligible staff
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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