Client Service 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 is an independent wealth-management practice in Grand Rapids, Michigan.

As outdoor enthusiasts, we liken our role to a guide that helps prepare and navigate your experience - and the Client Service Associate is the person who keeps that experience running. You are the first response to a client request, the order behind every meeting, and the operational support our advisors depend on. This role suits someone who takes ownership of their work, follows a process through to completion without being asked twice, and finds real satisfaction in a well-organized file.

WHAT YOU WILL DO

• — Respond to and execute client requests in a timely and professional manner
• — Handle client paperwork from first signature through to filing
• — Maintain and organize the firm's document management system
• — Provide administrative and operational support to advisors
• — Prepare for client meetings, including gathering and organizing client information
• — Coordinate scheduling for client meetings, in person and virtual
• — Track, follow up on, and document tasks within the CRM system
• — Participate in team meetings and contribute to overall team success

HOW WE WORK

Four things shape how we serve clients. If they describe how you already work, this is a good fit.

The relationship is the work

ONGOING, NOT TRANSACTIONAL

We believe in having a team, a plan, and an ongoing relationship to achieve a client's goals. You are part of that relationship, not adjacent to it.

Warmth, held to a standard

PROFESSIONAL AND PERSONAL

Clients should feel known when they call and confident when they hang up. Both matter, and neither substitutes for the other.

Listen, then anticipate.

A STEP AHEAD OF THE ASK

We take time to learn a client's values and priorities before crafting solutions. Listening closely enough means you often see what a client or an advisor will need next, and have it ready before anyone asks.

Details are the service

PRECISE, AND BOTHERED BY ERRORS

A misspelled name, a wrong account number, a form that comes back unsigned: small errors are what erode a client's confidence, and we would rather catch them than explain them. You check your own work, dislike leaving loose ends, and see nothing tedious about getting it right the first time. Nothing is dropped, and nothing waits for a reminder.

HOURS AND LOCATION

WEEKLY SCHEDULE

Monday through Thursday, 8:00 a.m. to 4:30 p.m.

Friday, 8:00 a.m. to 12:00 p.m.

WHERE YOU WILL WORK

Our office is in Grand Rapids, Michigan. This is an in-person role alongside the advisory team.

COMPENSATION AND BENEFITS

Base salary is $75,000 – $80,000, commensurate with experience, with bonus opportunities available.

• — 401[k] retirement plan
• — Three weeks of paid time off
• — Half-day Fridays, year-round
• — Bonus opportunities
• — $500 professional apparel stipend, for an in-office role

APPLY

Pay: $75,000.00 - $80,000.00 per year

Benefits

• 401(k)
• Paid time off

Work Location: In person