Client Relationship Coordinator
About The Position
Client Relationship Coordinator Vision Advisory Group – Worthington, OH Position Type: Full-Time – In-Office Reports To: Operations Manager / Lead Advisors Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is a highly reputable practice dedicated to delivering exceptional client service and personalized financial guidance. We are committed to helping clients achieve their financial goals while providing a seamless, professional, and client-focused experience. About the Role The Client Relationship Coordinator is essential in delivering an exceptional client experience. This position supports our advisory team by managing client communications, coordinating meetings, preparing documentation, and ensuring that every client is heard, supported, and valued. We are seeking an organized, proactive, and detail-oriented professional who is passionate about building strong relationships and contributing to a collaborative team environment. This role is ideal for candidates interested in financial services, client service, or operations support, and provides opportunities to gain hands-on experience in a growing advisory practice.
Requirements
- Strong communication skills—professional, clear, warm, and client-focused.
- Strong attention to detail and organizational skills.
- Ability to prioritize and manage multiple tasks in a fast-paced environment.
- Proficiency with Microsoft Office Suite (Outlook, Excel, Word, Teams) and ability to learn new systems quickly.
- Proactive, solutions-oriented approach to meet client needs.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Positive, team-oriented attitude with a client-centric mindset.
Nice To Haves
- Experience in financial services, customer service, or administrative support.
- Familiarity with CRM systems, financial documentation, or compliance processes.
Responsibilities
- Serve as a primary point of contact for clients, responding promptly with professionalism, warmth, and accuracy.
- Build trusted relationships through consistent and thoughtful communication.
- Assist clients with paperwork, account updates, forms, and general service needs.
- Maintain a client-first mindset in all interactions to ensure clarity and satisfaction.
- Schedule client meetings, manage calendars, and coordinate follow-up tasks.
- Prepare and process client forms, onboarding documents, and ongoing service requests.
- Maintain accurate records in CRM and compliance systems.
- Support reporting, account organization, and service workflow management.
- Work closely with advisors and operations staff to ensure a seamless client experience.
- Assist with team projects, initiatives, and special office events.
- Communicate effectively to ensure tasks are completed efficiently and thoroughly.
- Assist with client appreciation events, community initiatives, and office logistics.
- Maintain a professional and welcoming office environment.
Benefits
- Competitive Wage: $23.00–$28.00 per hour, commensurate with experience
- Paid Time Off (PTO) and Paid Holidays
- Health Insurance Benefits
- Parental Leave Benefit
- 3% Annual Retirement Contribution
- Supportive, collaborative team environment with opportunities for professional development and growth
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
