Client Experience Coordinator – In-Office with Benefits

Jambalaya Group; Worthington (OH); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Health Insurance Benefits

Paid Time Off

Paid Holidays

Parental Leave

3% Annual Retirement Contribution

Professional development opportunities

Job summary

Vision Advisory Group in Worthington, OH is seeking a Client Relationship Coordinator to support our advisory team with client communications, meeting coordination, and documentation. This is an in-office, full-time role reporting to the Operations Manager / Lead Advisors, designed to ensure every client is heard, supported, and valued.

The position emphasizes organization, attention to detail, and a client-first approach, with opportunities to grow within a growing financial services practice.

Qualifications

• 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 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.

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.

Skills

Communication

Organization

Multitasking

Discretion

Team collaboration

Client-centric mindset

Tools

Microsoft Office

CRM systems

Job description

Vision Advisory Group in Worthington, OH is seeking a Client Relationship Coordinator to support our advisory team with client communications, meeting coordination, and documentation. This is an in-office, full-time role reporting to the Operations Manager / Lead Advisors, designed to ensure every client is heard, supported, and valued.

The position emphasizes organization, attention to detail, and a client-first approach, with opportunities to grow within a growing financial services practice.