Senior Client Service & Operations Coordinator
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Customer Service/HelpDesk
Office Administrator/ Coordinator, Client Relationship Management -
Business
Office Administrator/ Coordinator, Business Administration, Client Relationship Management
Job Description & How to Apply Below
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.
Consider building your career as a Senior Client Service & Operations Coordinator at Truepoint Wealth Counsel.
We have an opening for a Senior Client Service & Operations Coordinator in Blue Ash, OH, United States within Management & Operations.
This role, Senior Client Service & Operations Coordinator at Truepoint Wealth Counsel, could be your next opportunity.
Are you ready to take on the Senior Client Service & Operations Coordinator role at Truepoint Wealth Counsel?
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).