Client Relationship Coordinator

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

Client Relationship Coordinator

Vision Advisory Group – Worthington, OH

Position Type: Full-Time – In-Office

Reports To: Operations Manager / Lead Advisors

Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is a highly reputable practice dedicated to delivering exceptional client service and personalized financial guidance. We are committed to helping clients achieve their financial goals while providing a seamless, professional, and client-focused experience.

About the Role

The Client Relationship Coordinator is essential in delivering an exceptional client experience. This position supports our advisory team by managing client communications, coordinating meetings, preparing documentation, and ensuring that every client is heard, supported, and valued. We are seeking an organized, proactive, and detail-oriented professional who is passionate about building strong relationships and contributing to a collaborative team environment.

This role is ideal for candidates interested in financial services, client service, or operations support, and provides opportunities to gain hands-on experience in a growing advisory practice.

Key Responsibilities

Client Service & Communication

• 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.

Administrative & Operational Support

• 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.

Team Collaboration

• 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.

Office & Event Support (as needed)

• Assist with client appreciation events, community initiatives, and office logistics.
• Maintain a professional and welcoming office environment.

Equal Opportunity Employer

Vision Advisory Group is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. All qualified applicants will receive consideration for employment.

Background Check

Employment with Vision Advisory Group is contingent upon the successful completion of a background check.

Qualifications

Required

• 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.

Preferred

• Experience in financial services, customer service, or administrative support.
• Familiarity with CRM systems, financial documentation, or compliance processes.

Compensation & Benefits

• Competitive Wage: $23.00–$28.00 per hour, commensurate with experience
• Exempt/Non-Exempt: Non-Exempt
• Paid Time Off (PTO) and Paid Holidays
• Health Insurance Benefits
• Parental Leave Benefit
• 3% Annual Retirement Contribution
• Supportive, collaborative team environment with opportunities for professional development and growth