Senior Client Services & Onboarding Coordinator

Truepoint Wealth Counsel, LLC; Blue Ash (OH); Hybrid; USD 52,000 - 75,000; Full time

Job summary

Truepoint Wealth Counsel, LLC seeks a Team Coordinator/Client Service Sr. Associate to provide high-quality client service and operational support for the advisory team.

You will coordinate onboarding, manage complex service requests, and serve as a primary contact across phone, email, and virtual channels. Working closely with Advisors and WPAs, you will drive process improvements, maintain CRM workflows, and ensure accurate client records.

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.

Responsibilities

• Independently manage client service and operational responsibilities in support of Advisors and internal teams, including complex client transactions and service requests.
• Coordinate new client onboarding and account setup processes, including documentation and CRM workflows.
• Serve as a primary point of contact for client service and administrative needs, coordinating communication across phone, email, and virtual interactions.
• Manage client account opening, transfers, and ongoing maintenance activities, including transfers of assets and periodic investment plans.
• Monitor custodial alerts and investigate operational items, escalating complex issues as needed.
• Prepare and schedule client meetings, coordinating across Advisors and internal teams.
• Coordinate client communications and follow-up activities to anticipate needs and drive resolution.
• Maintain client records and workflow processes within CRM and related tools.
• Coordinate client engagement activities, including client gifts and experience initiatives.
• Identify improvements to client service processes and operational procedures.

Skills

Client service

Operations support

CRM management

Communication

Team coordination

Problem solving

Tools

CRM systems

Client portals

Job description

Truepoint Wealth Counsel, LLC seeks a Team Coordinator/Client Service Sr. Associate to provide high-quality client service and operational support for the advisory team.

You will coordinate onboarding, manage complex service requests, and serve as a primary contact across phone, email, and virtual channels. Working closely with Advisors and WPAs, you will drive process improvements, maintain CRM workflows, and ensure accurate client records.