Client Experience Coordinator - Wealth Advisory Team

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

Benefits offered by this job

Health Insurance Benefits

Paid Time Off (PTO)

Paid Holidays

3% Annual Retirement Contribution

Parental Leave Benefit

Professional development opportunities

Job summary

Vision Advisory Group – Worthington, OH is seeking a Client Relationship Coordinator to support an advisory team by managing client communications, coordinating meetings, and preparing documentation. This role emphasizes a client-first approach, confidentiality, and collaboration within a growing private wealth practice.

The successful candidate will handle scheduling, onboarding paperwork, CRM updates, and event support while maintaining a professional, welcoming office environment and

Qualifications

• Strong communication—professional, clear, warm, and client-focused.
• Detail-oriented with strong organizational skills.
• Ability to prioritize and manage multiple tasks in a fast-paced environment.
• Proficient with Outlook, Excel, Word, Teams.
• Proactive, solutions-oriented approach to meet client needs.
• Maintain confidentiality and discretion.
• Positive, team-oriented mindset.

Responsibilities

• Serve as primary client contact 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 for clarity and satisfaction.
• Schedule client meetings, manage calendars, and coordinate follow-ups.
• Prepare onboarding documents and processing of service requests.
• Maintain records in CRM and compliance systems.
• Support reporting, account organization, and service workflow management.
• Collaborate with advisors and operations to ensure a seamless client experience.
• Assist with office events and logistics to support a welcoming environment.

Skills

Communication

Attention to detail

Multitasking

Adaptability

Confidentiality

Team orientation

Tools

Microsoft Office

CRM systems

Job description

Vision Advisory Group – Worthington, OH is seeking a Client Relationship Coordinator to support an advisory team by managing client communications, coordinating meetings, and preparing documentation. This role emphasizes a client-first approach, confidentiality, and collaboration within a growing private wealth practice.

The successful candidate will handle scheduling, onboarding paperwork, CRM updates, and event support while maintaining a professional, welcoming office environment and