Client Experience Coordinator – Wealth Advisory

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

Benefits offered by this job

Health Insurance

Paid Time Off

Paid Holidays

3% Annual Retirement Contribution

Parental Leave Benefit

Job summary

Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks a Client Relationship Coordinator in Worthington, OH. The role focuses on delivering exceptional client experiences, coordinating meetings, and handling documentation with a client-centric, organized approach.

The position offers in-office, full-time work with opportunities to collaborate across the advisory team. Ideal candidates will have strong communication skills and proficiency with MS Office.

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 (Outlook, Excel, Word, Teams) and ability to learn new systems quickly.
• Proactive, solutions-oriented approach to meet client needs.

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

Attention to detail

Organizational skills

Multi-tasking

MS Office

Confidentiality

Team player

Tools

Microsoft Office Suite

Job description

Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks a Client Relationship Coordinator in Worthington, OH. The role focuses on delivering exceptional client experiences, coordinating meetings, and handling documentation with a client-centric, organized approach.

The position offers in-office, full-time work with opportunities to collaborate across the advisory team. Ideal candidates will have strong communication skills and proficiency with MS Office.