Senior Client Services & Onboarding Coordinator
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Client Relationship Management, Customer Success Management
Job Description & How to Apply Below
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.
We are currently recruiting a Senior Client Services & Onboarding Coordinator for our team in Blue Ash, OH, United States.
The position is based in Blue Ash, OH, United States.
This opportunity is part of our work in Management & Operations, Sales.
The advertised compensation is 52.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).