Client Experience Coordinator – Wealth Advisory Team

Ameriprise Financial Services, LLC; Worthington (MN); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Paid Time Off

Paid Holidays

Health Insurance

Parental Leave

3% Annual Retirement Contribution

Professional development opportunities

Job summary

Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Client Relationship Coordinator in Worthington, OH to deliver an exceptional client experience. You will support the advisory team by managing client communications, scheduling meetings, and preparing documentation.

This role requires strong communication, excellent organization, and discretion in handling sensitive information.

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.
• 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.

Skills

Communication

Attention to detail

Prioritization

MS Office

Confidentiality

Team player

Tools

Outlook

Excel

Word

Teams

Job description

Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking a Client Relationship Coordinator in Worthington, OH to deliver an exceptional client experience. You will support the advisory team by managing client communications, scheduling meetings, and preparing documentation.

This role requires strong communication, excellent organization, and discretion in handling sensitive information.