Team Coordinator/Client Service Sr. Associate

Truepoint Wealth Counsel•Blue Ash, OH

11d•Hybrid

About The Position

The Team Coordinator/Client Service Sr. Associate provides client service, operational, and administrative support to the advisory team and clients, helping ensure a consistent, high-quality client experience and effective day-to-day team operations. The role supports complex client service and administrative responsibilities while coordinating activities across internal teams to meet client and advisor needs. Working closely with Advisors, Wealth Planning Associates, and other internal teams, the position contributes to improving client service and operational processes and supports team and firm-wide strategic initiatives (“Rocks”). The role requires reliable execution with minimal oversight, autonomy in managing complex tasks, proactive problem-solving, sound judgment, clear communication, collaboration, and continued professional development. The position operates in a hybrid work environment. The company may modify in-office attendance requirements based on business needs. Prolonged computer work and occasional sitting are required; lifting up to 15 pounds may be necessary. Travel is minimal, with frequent internal meetings, occasional meetings with outside partners, and possible travel outside the region for business or professional development. This position description does not constitute a contract of employment, and duties may change at management’s discretion.

Requirements

Bachelor’s degree required.
Ability to work effectively in a team environment while managing responsibilities independently.
Experience coordinating tasks and managing processes, with strong attention to detail.
Client-focused approach and a track record of meeting expectations.
Commitment to ongoing professional development and adaptability in a changing industry.
Ability to execute core responsibilities reliably with minimal oversight and manage complex tasks with autonomy.
Strong communication, collaboration, follow-through, initiative, problem-solving, and sound judgment.

Responsibilities

Independently manage client service and operational responsibilities for Advisors, Wealth Planning Associates, and internal teams, including complex client transactions, account maintenance, and service requests.
Coordinate new client onboarding and account setup, including documentation, follow-up, first-year client experience standards, and CRM workflows.
Serve as a primary contact for client service and administrative needs, coordinating communication and follow-through by phone, email, and virtual interactions.
Manage account opening, transfers, ongoing account maintenance, cashiering, TOAs, SWPs, PIPs, registration changes, beneficiary and trusted contact updates, and charitable gifting.
Monitor custodial alerts and investigate and resolve operational action items, including NIGO items and account exceptions; escalate complex issues as appropriate.
Manage client meeting preparation, scheduling, and related administrative workflows with Advisors, Wealth Planning Associates, and internal teams.
Coordinate client communications, service requests, and follow-up, anticipating needs and helping resolve outstanding client action items.
Maintain client records, documentation, and workflows in firm systems and technology platforms, including CRM and client portals.
Coordinate client engagement and relationship-building activities, including gifts, communications, and other client experience initiatives.
Identify and implement improvements to client service processes, administrative workflows, and operational procedures.
Coordinate client service and operational projects that strengthen service delivery and team effectiveness.
Deliver a timely, accurate, high-quality client experience aligned with the firm's client service standards of 9.5 or better.
Follow through on commitments, deliver high-quality work on time, and communicate proactively when challenges arise.
Identify strengths and development areas, apply feedback, and continuously improve performance.
Communicate proactively, use sound judgment when managing complex work, collaborate across the team, support teammates, and contribute to team success.
Demonstrate Truepoint’s Core Values through accountability, collaboration, initiative, humility, compassion, continual improvement, relationship-building, and service to others.