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Wealth Management Client Services Specialist

Job in Columbus, Franklin County, Ohio, 43224, USA
Listing for: Plante Moran
Full Time position
Listed on 2026-01-02
Job specializations:
  • Administrative/Clerical
Job Description & How to Apply Below
A large audit and consulting firm in Ohio is seeking an individual to manage portfolio administration and client services. The ideal candidate should have a high school diploma or GED and 2+ years of experience in an administrative or related role. Responsibilities include managing deliverables, adhering to policies, and preparing account paperwork. The firm emphasizes a supportive and diverse workplace culture, offering competitive compensation and a robust benefits package.
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