CLIENT RELATIONS ASSOCIATE - IAR PARTNER OFFICE

Client Service Associate | Grand Rapids, Michigan

Wood Wealth Management, an independent practice of independent adviser representatives (IARs) of LVZ, is seeking a Client Service Associate for its Grand Rapids office. This role serves as a key operational partner to the advisory team, managing client requests, meeting preparation, documentation, scheduling, and workflow from start to finish.

Ideal candidates bring strong attention to detail, a client-first mindset, and a sense of ownership – taking pride in following a process through to completion and keeping the client experience running seamlessly.