Client & Operations Associate
Listed on 2026-10-11
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Business
Office Administrator/ Coordinator, Business Administration
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
Are you ready to take on the Client Experience & Operations Associate role at Wood Wealth Management?
Our group is growing, and we are hiring a Client Experience & Operations Associate in Grand Rapids, MI, United States.
This role is for the Client Experience & Operations Associate role at Wood Wealth Management.
We are seeking a motivated Client Experience & Operations Associate to join Wood Wealth Management in Grand Rapids, MI, United States.
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