Elite Wealth Client Services Coordinator

Wealthquest; Cincinnati (OH); On-site; USD 60,000 - 80,000; Full time

Job summary

Wealthquest is looking for an experienced Wealth Coordinator in Cincinnati, OH. This role involves providing exceptional service to high-net-worth clients and supporting Wealth Advisors by coordinating compliance and paperwork.

The ideal candidate will have a 4-year degree, 5+ years of customer service experience, and proficiency in various software tools. Strong organizational skills and the ability to communicate effectively are essential. Join our dynamic team to make a difference in clients' financial journeys.

Qualifications

• 5+ years of customer service experience; RIA or brokerage experience preferred.
• Proficient with Windows, Excel, and Outlook; must adapt to new technologies.
• Exceptional client service and organizational skills.

Responsibilities

• Onboard new clients by coordinating compliance paperwork.
• Act as the primary point of contact for existing clients.
• Prepare reports and client information for appointments.

Skills

Customer service

Attention to detail

Critical thinking

Communication skills

Organizational skills

Education

4-year degree or equivalent industry experience

Tools

Windows

Excel

Outlook

Word

CRM applications

Charles Schwab

DocuSign

Job description

Wealthquest is looking for an experienced Wealth Coordinator in Cincinnati, OH. This role involves providing exceptional service to high-net-worth clients and supporting Wealth Advisors by coordinating compliance and paperwork.

The ideal candidate will have a 4-year degree, 5+ years of customer service experience, and proficiency in various software tools. Strong organizational skills and the ability to communicate effectively are essential. Join our dynamic team to make a difference in clients' financial journeys.