Director of Client Journey

Journey Wealth Strategies; Ridgeland (MS); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Performance-based team incentives

Path for professional growth

Investment in professional development

Job summary

Journey Wealth Strategies in Ridgeland, Mississippi is seeking a dedicated Client Service Coordinator to enhance client experiences and support daily operations. In this role, you will manage the front desk and assist with administrative tasks, ensuring a high level of service and professionalism throughout.

The ideal candidate values relationships and has strong organizational skills paired with experience in financial planning tools. Join us to grow your career in a culture that prizes excellence and service.

Qualifications

• Strong emotional intelligence and clear communication skills.
• Ability to manage multiple priorities effectively.
• Experience with financial planning software.

Responsibilities

• Manage front desk presence, greeting clients.
• Execute back-office support alongside leadership.
• Ensure daily operations reflect care and professionalism.

Skills

Emotional intelligence

Attention to detail

Technical fluency

Organization

Tools

E-money

Wealthbox

Job description

At Journey Wealth, we serve families, physicians, professionals, and business owners at pivotal moments in their lives. Our work goes far beyond managing money — we help clients make confident decisions, reduce uncertainty, protect what matters most, and move toward true financial freedom. Our firm is built on a foundation of clarity, trust, connection, and world-class service. To support that mission, we are seeking an exceptional Client Service Coordinator—someone who finds genuine fulfillment in ensuring others feel seen, supported, and cared for at the highest level. This role is ideal for a professional who believes relationships matter and excellence is non-negotiable.

About The Role

As a Client Service Coordinator (often referred to in our industry as a Client Services Associate or Specialist), you will manage our front desk presence, greeting clients and anchoring our physical office space while executing back-office support. You will work closely with our Director of Client Experience and leadership to ensure that our daily administrative operations reflect the care, precision, and professionalism clients expect.

Who You Are

You are calm, capable, and quietly confident. You take pride in doing things the right way — even when no one is watching.

You Likely Resonate With The Following

• Precision is personal to you. You value accuracy, organization, and completing complex tasks to a high standard.
• You lead with emotional intelligence. Clients trust you because you listen well, communicate clearly, and genuinely care.
• You thrive in responsibility. Managing multiple priorities energizes you when expectations are clear and the mission is meaningful.
• You are technically fluent. Financial planning software, such as E-money and CRM (Wealthbox) systems, is a tool you use with confidence.
• You document with excellence. Your notes, records, and follow-ups are thorough, timely, and reliable.
• You think long-term. You are looking to grow into mastery, leadership, and deeper contribution.

Compensation & Benefits

• Compensation aligned with experience, judgment, and contribution
• Performance-based team incentives tied to collective excellence
• A refined, relationship-driven culture built on trust and high standards
• A clear path for professional growth, leadership, and long-term impact
• We actively invest in the growth of professionals who are committed to mastery and excellence.

The Invitation

If you believe service is meaningful, details matter, and doing excellent work for the right people is deeply fulfilling, we would welcome the opportunity to meet you.