Client Service Associate

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

Apply through our Registered Investment Advisor, LVZ, at www.lvzinc.com/join-our-team with a resume and cover letter. Tell us about a time when you took ownership of a process and carried it through. We read every application and will be in touch about next steps.

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

Benefits

• 401(k)
• Paid time off

Work Location: In person