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Customer Service Rep Client Relationship Manager

Wealth Management Client Services Associate

Job in Grand Rapids, Kent County, Michigan, 49528, USA
Listing for: Greenleaf Trust
Full Time position
Listed on 2025-12-31
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
A wealth management firm in Grand Rapids, MI is seeking a Client Service Representative to provide world-class service to clients and support Family Office team members. This full-time entry-level role involves managing client inquiries, coordinating services, and developing knowledge in various Family Office software. The ideal candidate should have strong communication skills and the ability to handle multiple tasks in a fast-paced environment.

This position emphasizes teamwork and client satisfaction while requiring regular attendance in the office.
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Position Requirements
10+ Years work experience
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