Client Services Associate

Peacehaven Advisory Group is a growing financial services practice located in downtown Grand Rapids. Currently we are looking for a Client Services Associate. This position plays a key role in providing client and office support to accomplish operational efficiency. Individuals who have a servant’s heart, enjoy a fast-paced environment and can prioritize multiple responsibilities would be successful here. This opportunity offers a pivotal role to personally contribute for the long-term organizational vision and growth.

Your day will provide a variety of opportunities:

• Act as initial contact for a variety of client service requests.
• Manage an efficient organization while maintaining and implementing operating standard operating procedures.
• Maintain databases and produce various reports.
• Schedule, prepare and confirm client meetings.
• Maintain a regulatory compliant office with standard operating procedures.
• Deliver and maintain a client communication calendar.
• Plan, schedule, coordinate, and implement Client Events and document on corporate calendar.

Your Qualifications should include:

• Paraplanning experience; proficient with using financial planning tool; preferably Emoney Advisor
• Experience and proficient with CRM’s; Redtail preferred
• Series 7 and 66 registrations or willing to pursue within first year
• 3-5 years of experience in financial services industry
• Strong attention to details, analytical, and problem-solving skills
• Ability to work independently with minimal supervision
• Diligent in following established procedures

Some perks of working in our downtown office:

• Free covered parking.
• On-site fitness room with showers and locker room.
• Located in the heart of the foodie community of Grand Rapids.
• Walking distance to many downtown Grand Rapids area attractions like Rosa Parks Circle, Devos Performance Hall, Van Andel Arena, and the Blue Bridge.

Job Type: Full-time

Salary: $65,000.00 - $75,000.00 per year

Benefits:

• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Education:

• Bachelor's (Required)

Experience:

• Customer service: 3 years (Preferred)

License/Certification:

• Series 7 & 66 (Preferred)

Orthotic Technician

Pediatric Orthotic Specialists is a custom orthotic provider in Grand Rapids that specializes in children with lower extremity needs. Currently we are hiring for an Orthotic Technician.

POS has strong spirit of innovation, an in-house fabrication facility and a service focused outlook. Each of our patients is an individual with a unique set of needs, and empathy towards this situation is of utmost importance to the success of the service we provide.

Someone who likes to work with a team, exhibits excellent customer service skills, enjoys a fast-paced environment, and can prioritize multiple responsibilities would be successful here.

The Technician would assemble / repair custom orthotic devices using routers, sanders or other hand-held devices and machines; prepare and document patient paperwork; maintain cleanliness of patient rooms; aid with the casting of orthotics and prepare plaster casts for modification.