Senior Client Service & Operations Coordinator

Truepoint Wealth Counsel; Blue Ash (OH); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Truepoint Wealth Counsel is seeking a Team Coordinator/Client Service Sr. Associate to support Advisors, WPAs, and internal teams. You will handle complex client service tasks and administrative workflows, ensuring a high-quality client experience and smooth day-to-day operations.

You will coordinate onboarding, maintain CRM workflows, and act as a primary contact for client service needs, helping drive efficiency and timely communication across the team.

Qualifications

• Demonstrated ability to work effectively in a team environment, while also managing responsibilities independently.
• Experience coordinating tasks and managing processes, with strong attention to detail.
• Client-focused approach, with a track record of meeting expectations.
• Commitment to ongoing professional development and adaptability in a changing industry.

Responsibilities

• Independently manage client service and operational responsibilities in support of Advisors, Wealth Planning Associates (WPAs), and internal teams, including more complex client transactions, account maintenance, and service-related requests.
• Coordinate new client onboarding and account setup processes, including client documentation, follow-up activities, adherence to first-year client experience standards, and maintenance of CRM workflows.
• Serve as a primary point of contact for client service and administrative needs, coordinating communication and follow-through across phone, email, and virtual interactions.
• Manage client meeting preparation, scheduling, and related administrative workflows, coordinating activities across Advisors, Wealth Planning Associates, and internal teams.
• Coordinate client communications, service requests, and follow-up activities, anticipating outstanding needs and helping ensure effective resolution of client action items.

Skills

Client service

Project coordination

Attention to detail

Teamwork

Tools

CRM systems

Job description

Truepoint Wealth Counsel is seeking a Team Coordinator/Client Service Sr. Associate to support Advisors, WPAs, and internal teams. You will handle complex client service tasks and administrative workflows, ensuring a high-quality client experience and smooth day-to-day operations.

You will coordinate onboarding, maintain CRM workflows, and act as a primary contact for client service needs, helping drive efficiency and timely communication across the team.