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The role serves as a key resource for internal teams to ensure seamless client onboarding, custodial processing, account maintenance, and data integrity across portfolio systems. This role combines client service excellence with operational data management to support accurate, compliant, and timely delivery of client information through collaboration with internal teams.
Key Responsibilities
Coordinate and oversee day-to-day workload management for team of 2 – 3 staff; assign responsibilities based on staff availability.
Provide feedback (written and verbal) and performance reviews for staff.
Collaborate with other Operations supervisors and Managers to ensure cohesive department strategy.
Facilitate client onboarding, including custodial applications, data feed setup, and transfer requests.
Maintain and audit client portfolio structures and transactions within custodial and portfolio accounting systems.
Ensure all client documentation and procedures meet compliance standards.
Communicate regularly with internal stakeholders to resolve issues.
Monitor and reconcile daily transactions, alerts, and data discrepancies.
Respond to internal requests for data, reports, and account information.
Support ongoing projects and tasks related to client operations and data accuracy.
Education
Bachelors degree in Accounting, Finance or equivalent
Experience/Qualifications
5+ years’ industry experience. Previous supervisory, investment industry and administrative experience preferred.
Ability to work in a fast paced environment.
Strong communication skills required, both written and verbal.
An understanding of securities and investments
Interest and aptitude for financial planning
Strong computer skills
High attention to detail
Professional and approachable demeanor
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What makes us different?
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.
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.
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.
Plante Moran maintains a drug-free workplace.
Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, 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 qualified candidates who are bilingual in either Japanese and English or Chinese 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.
