Client Services & Operations Lead

Truepoint Wealth Counsel; Cincinnati (OH); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Truepoint Wealth Counsel in Cincinnati, OH is seeking a Team Coordinator/Client Service Sr. Associate to provide client service, operational and administrative support to the advisory team and clients.

You will coordinate onboarding, manage accounts, and ensure a high-quality client experience while supporting firm-wide initiatives. This role involves working with Advisors, WPAs, and internal teams to improve client service processes and maintain CRM workflows.

Qualifications

• Bachelor’s degree required.
• Demonstrated ability to work effectively in a team environment, independently when needed.
• Experience coordinating tasks and managing processes with attention to detail.
• Client-focused approach with a track record of meeting expectations.

Responsibilities

• Provide client service and operational/administrative support to advisory team and clients.
• Coordinate new client onboarding and account setup processes with CRM workflows.
• Manage client accounts, transactions, and service requests (cashiering, TOAs, SWPs, PIPs, beneficiary updates).
• Monitor custodial alerts and resolve operational items, escalating complex issues as needed.
• Prepare client meetings and coordinate communications across advisors and internal teams.

Skills

Client service

Team collaboration

Operational support

Communication

Education

Bachelor’s degree

Tools

CRM

Office software

Job description

Truepoint Wealth Counsel in Cincinnati, OH is seeking a Team Coordinator/Client Service Sr. Associate to provide client service, operational and administrative support to the advisory team and clients.

You will coordinate onboarding, manage accounts, and ensure a high-quality client experience while supporting firm-wide initiatives. This role involves working with Advisors, WPAs, and internal teams to improve client service processes and maintain CRM workflows.