Client Service Associate

Innovia Wealth•Grand Rapids, MI

About The Position

At Innovia Wealth, we believe a Client Service Associate is far more than a support role - they are the heartbeat of our client experience. Client Service Associates ensure our clients feel cared for, respected and confident at every interaction. Along with facilitating transactions, our Client Service Associates are continually building trust. As a Client Service Associate, you will be a critical partner to our Wealth Advisors, Financial Planners and clients. From coordinating review meetings to responding to inquiries and managing essential client data, you will bring clarity and consistency to each step of the client journey. Through thoughtful communication, precision and follow-through, you will play a foundational role in delivering the exceptional service that defines the Innovia experience. The Innovia Development Journey Becoming an outstanding Client Service Associate at Innovia Wealth takes attention to detail, a client-first mindset and a passion for team success. From day one, you'll be immersed in our platforms, processes and culture - and supported with mentorship and guidance to grow your capabilities and impact. Being in alignment with your manager and embracing Innovia's culture are essential to cultivate trust, enhance engagement and instill a deeper sense of purpose in your role. LEARN - To become proficient in the tools, systems and skills that drive a high-level client experience: Know the ins and outs of CRM and document management systems. Master the client onboarding process, alternative investments and custodian requirements. Embrace continual improvement through curiosity and self-led learning. BE - To build trust through clear communication and strong collaboration: Be responsive, organized and eager to solve problems. Be a team player who brings positivity, loyalty and adaptability. Be dependable: clients and colleagues alike can count on you. Be aligned with position expectations and company culture. DO – To bring our values and culture to life every day: Show initiative and anticipate client and team needs. Go above and beyond what's required to create an outstanding client experience. Represent the firm with professionalism in every client and team interaction. Practice professional courtesy with thoughtful communication to eliminate surprises. The Client Service Associate Role at Innovia Once fully onboarded, you'll take on the following responsibilities as a high-functioning Client Service Associate:

Requirements

Bachelor's degree strongly preferred
1–3 years of experience in a client service role, preferably in the financial services industry
Demonstrated ability to think critically and solve problems independently
Strong organizational skills and attention to detail
Excellent written and verbal communication skills
Comfortable navigating multiple systems and processes
Desire to work in a fast-paced, team-oriented environment

Responsibilities

Schedule and coordinate regular client review meetings
Respond to client inquiries in a timely, professional, and proactive manner
Maintain and manage client information in Innovia systems (CRM, document storage, etc.)
Support onboarding for new clients and ensure the accuracy of existing client data
Save and organize all documentation in the appropriate internal filing systems
Research and resolve client service issues or escalate when appropriate
Partner closely with CSA Lead and team cohort, Wealth Advisors, and Financial Planners
Assist with Innovia-sponsored client and COI events in coordination with the Operations team
Ensure all work meets compliance and quality standards
Be a role model for responsiveness, precision, and care