What are the responsibilities and job description for the Client Relations Specialist position at Medalist Wealth Management?
Client Relations Specialist
Full-Time | In-Office | Grand Rapids, MI
Medalist Wealth Management is a rapidly growing Grand Rapids-based financial advisory firm specializing in retirement planning and comprehensive wealth management services. We pride ourselves on a client-centric approach—putting clients at the core of our business, not a corporate agenda. Our firm is highly active in the West Michigan community, hosting multiple educational workshops each month, producing a weekly TV show, radio program, and podcast, and delivering a hands-on planning process that helps families retire with confidence.
We are seeking a motivated, detail-oriented, and people-focused Client Relations Specialist to join our team. This full-time, in-office role is central to ensuring our clients receive an exceptional experience from the very first meeting through every stage of their financial journey.
What You’ll Do
- Partner with advisors to deliver an outstanding client experience at every interaction.
- Manage client onboarding from start to finish, including paperwork, applications, custodial accounts, and annuity processing.
- Assist in preparing for client meetings and annual reviews (e.g., gathering reports, drafting materials, organizing files).
- Support and attend client appreciation events, educational workshops, and seminars — helping with logistics, setup, check-in, hospitality, and follow-up communication.
- Provide day-to-day client service by answering questions, troubleshooting issues, and ensuring timely responses.
- Maintain and strengthen client relationships through consistent communication and proactive outreach.
- Handle office administration tasks that keep operations smooth and efficient.
- Collaborate with team members to improve processes, leverage technology, and uphold compliance standards.
- Contribute to our team’s reputation for professionalism, warmth, and attention to detail.
What We’re Looking For
- Excellent communication and interpersonal skills — you love working with people and making them feel valued.
- Strong organizational ability — you thrive in a detail-oriented role and keep tasks moving forward.
- Event and hospitality mindset — you enjoy creating memorable experiences for clients at workshops and appreciation events.
- Proactive mindset — you don’t wait to be told, you anticipate needs and take ownership.
- Ability to work independently and as part of a collaborative team.
- Comfort with technology; experience with CRM systems, financial software, or tools like Fidelity or Charles Schwab platforms is a plus.
- Familiarity with annuity or investment account applications is valuable, but not required.
- Prior experience in financial services, client service, event coordination, or administrative roles is preferred but not mandatory.
Why Join Medalist Wealth Management
- Be part of a firm that is growing quickly, with opportunities to expand your role and career over time.
- Work in a supportive, entrepreneurial culture where your contributions directly impact client satisfaction.
- Enjoy flexible scheduling within an in-office environment that values work-life balance.
- Gain exposure to the financial planning process, events, and media presence of a dynamic wealth management team.
If you are passionate about building relationships, have a keen eye for detail, and want to be part of a firm that is shaping the future of retirement planning in West Michigan, we’d love to meet you.
Job Type: Full-time
Pay: $22.00 - $25.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- On-the-job training
- Paid time off
Work Location: In person
Salary : $22 - $25