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Wealth Management Operations - Client Service Associate

Plante & Moran, PLLC
Grove City, OH
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85814742 293029832 Count on us. Our "we-care" culture is more than just a ...
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About the job:
motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: Portfolio Administration Self-review of tasks performed, including client deliverables Manage and prioritize tasks and workflows Serve as a liaison between advisors and broader PMFA operations team Field questions related to client data, reports or any items as a result...
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Certifications / Licenses:
Workkeys
Applied Math
4
Graphic Literacy
4
Workplace Documents
4
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Administrative Assistant - Management Consulting

Plante Moran
Southfield, MI
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Plante Moran life insurance, sick time, flex time, 401(k) United States, ...
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About the job:
Michigan, Southfield Dec 24, 2025 Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: - Provide day-to-day support for multiple partners and their respective teams in a remote and in-person format. - Assist with the production of client or Firm deliverables such as...
Location:
Southfield, MI
Job Type:
Full-Time
Permanent
Occupation:
Executive Secretaries and Executive Administrative Assistants
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Diversityjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Wealth Management Operations - Client Service Associate

Plante Moran
Macomb, MI
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Plante Moran life insurance, sick time, flex time, 401(k) United States, ...
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About the job:
Michigan, Macomb Dec 24, 2025 Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: - Portfolio Administration - Self-review of tasks performed, including client deliverables - Manage and prioritize tasks and workflows - Serve as a liaison between advisors and broader...
Location:
Macomb, MI
Job Type:
Full-Time
Permanent
Occupation:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Diversityjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Wealth Management Operations - Client Service Associate

Plante Moran
Grand Rapids, MI
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Plante Moran life insurance, sick time, flex time, 401(k) United States, ...
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Summary
About the job:
Michigan, Grand Rapids Dec 24, 2025 Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: - Portfolio Administration - Self-review of tasks performed, including client deliverables - Manage and prioritize tasks and workflows - Serve as a liaison between advisors and...
Location:
Grand Rapids, MI
Job Type:
Full-Time
Permanent
Occupation:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Diversityjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Wealth Management Operations - Client Service Associate

Plante Moran
Ann Arbor, MI
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Plante Moran life insurance, sick time, flex time, 401(k) United States, ...
Details
Summary
About the job:
Michigan, Ann Arbor Dec 24, 2025 Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: - Portfolio Administration - Self-review of tasks performed, including client deliverables - Manage and prioritize tasks and workflows - Serve as a liaison between advisors and broader...
Location:
Ann Arbor, MI
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Diversityjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Wealth Management Operations - Client Service Associate

Plante Moran
East Lansing, MI
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Plante Moran life insurance, sick time, flex time, 401(k) United States, ...
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Summary
About the job:
Michigan, East Lansing Dec 24, 2025 Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: - Portfolio Administration - Self-review of tasks performed, including client deliverables - Manage and prioritize tasks and workflows - Serve as a liaison between advisors and...
Location:
East Lansing, MI
Job Type:
Full-Time
Permanent
Occupation:
Office and Administrative Support Workers, All Other
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
Diversityjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Wealth Management Operations - Client Service Associate

Plante Moran
Auburn Hills, MI
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Plante Moran life insurance, sick time, flex time, 401(k) United States, ...
Details
Summary
About the job:
Michigan, Auburn Hills Dec 24, 2025 Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: - Portfolio Administration - Self-review of tasks performed, including client deliverables - Manage and prioritize tasks and workflows - Serve as a liaison between advisors and...
Location:
Auburn Hills, MI
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Diversityjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Wealth Management Operations - Client Service Associate

Plante Moran
Kalamazoo, MI
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Plante Moran life insurance, sick time, flex time, 401(k) United States, ...
Details
Summary
About the job:
Michigan, Kalamazoo Dec 24, 2025 Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: - Portfolio Administration - Self-review of tasks performed, including client deliverables - Manage and prioritize tasks and workflows - Serve as a liaison between advisors and broader...
Location:
Kalamazoo, MI
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Diversityjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Professional Standards Department Manager

Plante Moran
Auburn Hills, MI
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Plante Moran life insurance, sick time, flex time, 401(k) United States, ...
Details
Summary
About the job:
Michigan, Auburn Hills Dec 24, 2025 Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: - Coordinating, planning, and executing Professional Standards Team projects - Using project management tools to monitor, capture, assign, and track action items resulting from PST...
Location:
Auburn Hills, MI
Job Type:
Full-Time
Permanent
Occupation:
Security Management Specialists
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Diversityjobs
Certifications / Licenses:
Certified Public Accountant
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Wealth Management Operations - Client Service Associate

Plante Moran
Chicago, IL
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Plante Moran life insurance, sick time, flex time, 401(k) United States, ...
Details
Summary
About the job:
Illinois, Chicago 120 South Riverside Plaza ( Show on map ) Dec 24, 2025 Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: - Portfolio Administration - Self-review of tasks performed, including client deliverables - Manage and prioritize tasks and workflows - Serve as...
Location:
Chicago, IL
Job Type:
Full-Time
Permanent
Occupation:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Diversityjobs
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information
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