Client Relationship Coordinator

2 months ago


Cincinnati, Ohio, United States Wealthquest Full time

Wealthquest Corporation is seeking a dedicated Financial Services Professional to fill the role of Wealth Coordinator.

Position Overview:

  • Support Wealth Advisors in managing our affluent clientele
  • Facilitate the onboarding process for new clients and oversee documentation
  • Serve as the primary contact for current clients regarding their service inquiries
  • Generate reports and prepare client information for meetings
  • Connect clients with various financial specialists
  • Ensure accurate record-keeping through our CRM system
  • Coordinate with external partners to deliver client services
  • Assist clients during significant life transitions

Qualifications:

  • Bachelor's degree or equivalent professional experience
  • Minimum of 5 years in customer service within the financial sector
  • Proficient in Microsoft Windows, Excel, Outlook, and Word
  • Strong analytical and multitasking capabilities
  • Excellent verbal and written communication skills
  • Outstanding client service and organizational abilities
  • Commitment to confidentiality
  • Reliable with consistent attendance
  • Collaborative team member eager to work in a face-to-face setting


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