Client Experience & Operations Associate

Wood Wealth Management; Grand Rapids (MI); On-site; USD 75,000 - 80,000; Full time

Benefits offered by this job

401(k)

Paid time off

Bonus opportunities

Professional apparel stipend

Half-day Fridays

Job summary

Wood Wealth Management, a local Grand Rapids wealth-management practice, seeks a client service associate to join the advisory team in person. You will handle client requests, manage documents from signature to filing, and provide essential administrative support to advisors.

A strong eye for detail and a proactive approach are key to success. You will prepare for meetings, organize client information, and schedule in-person and virtual sessions while maintaining the firm’s document management

Qualifications

• Experience delivering responsive client-focused service.
• inserted to describe expectations only.
• Ability to manage paperwork from signature to filing.

Responsibilities

• Respond to and execute client requests promptly and professionally.
• Maintain and organize client files and paperwork.
• Support advisors with administrative tasks.
• Prepare for client meetings with organized information.
• Coordinate in-person and virtual meeting scheduling.
• Track tasks in the CRM and follow up on action items.
• Participate in team meetings and contribute to success.

Skills

Customer service

Administrative support

CRM proficiency

Scheduling

Attention to detail

Tools

CRM software

Document management system

Job description

Wood Wealth Management, a local Grand Rapids wealth-management practice, seeks a client service associate to join the advisory team in person. You will handle client requests, manage documents from signature to filing, and provide essential administrative support to advisors.

A strong eye for detail and a proactive approach are key to success. You will prepare for meetings, organize client information, and schedule in-person and virtual sessions while maintaining the firm’s document management