Client Experience & Office Operations Coordinator

TCI Wealth Advisors, Inc.; Tucson (AZ); On-site; USD 40,000 - 52,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Professional development support

Job summary

TCI Wealth Advisors, Inc. in Tucson, AZ is seeking aClient Coordinator to join our client service and office operations team. You will be the primary contact for clients, guests, and employees, helping create a welcoming, organized, and professional office experience.

You’ll support front office service, client meeting coordination, onboarding activities, and firmwide events, working across teams to ensure smooth workflows and excellent service delivery in a dynamic environment.

Qualifications

• Minimum high school diploma or equivalent; associate degree preferred.
• Experience in client service, hospitality, office administration, reception, or related support role.
• Strong client service orientation and attention to detail.
• Clear and professional written and verbal communication skills.
• Strong organization, prioritization, and follow-through.
• Ability to manage multiple requests in a fast-paced environment.

Responsibilities

• Create a welcoming and professional experience for clients, guests, and employees.
• Coordinate client communications, meetings, scheduling, and related logistics.
• Maintain calendars, records, and CRM data.
• Support day-to-day office operations, facilities needs, and vendor coordination.
• Assist with recruiting coordination and onboarding logistics for new employees.
• Support firmwide meetings, events, and employee engagement activities.
• Coordinate marketing materials, gifting, and office inventory.
• Partner with advisors, managers, and internal teams to support priorities.
• Identify opportunities to improve workflows, organization, and service consistency.

Skills

Client service orientation

Attention to detail

Communication skills

Organization

Multitasking

Education

High school diploma or equivalent

Associate degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Job description

TCI Wealth Advisors, Inc. in Tucson, AZ is seeking aClient Coordinator to join our client service and office operations team. You will be the primary contact for clients, guests, and employees, helping create a welcoming, organized, and professional office experience.

You’ll support front office service, client meeting coordination, onboarding activities, and firmwide events, working across teams to ensure smooth workflows and excellent service delivery in a dynamic environment.