Client Success & Office Coordinator

At Transformation Wealth Group
, we help clients build, protect, and pass on their wealth with confidence. Our work is personal. We guide individuals and families through major life decisions with care, clarity, and a proven process.

We’re looking for a Client Success & Office Coordinator to be the warm, reliable, and detail-oriented presence that keeps our clients coming back year after year. This is not just a “desk job.” You’ll be the trusted point of contact for clients, the organizational engine of the office, and a valued part of a mission-driven team.

• Create loyal, happy clients – Follow up promptly, anticipate needs, and make every interaction memorable.
• Own the client experience – Schedule and confirm meetings, send onboarding packages, manage service requests, and keep our CRM organized.
• Keep operations running smoothly – Open/close the office, handle mail and supplies, and maintain a welcoming environment.
• Support events and workshops – Coordinate logistics, communicate with guests, and help create a great experience for attendees.
• Celebrate our clients – Send personalized cards, track referrals, and recognize milestones.

• You genuinely enjoy building relationships and making people feel cared for.
• You take pride in following processes and paying attention to details.
• You like a steady routine, but can pivot smoothly when priorities shift.
• You’re a natural problem-solver who looks for ways to improve things.
• You see your role as part of something bigger, not “just a job.”

• 2+ years in client service, office coordination, or similar role (financial services a plus).
• Excellent written and verbal communication skills.
• Strong organizational skills, you never let the small stuff slip.
• Comfortable with Gmail, Zoom, and CRM systems (Go High Level a plus).
• Education: Associate’s or Bachelor’s degree preferred, or equivalent client service and administrative experience in a professional setting.

• $40K–$50K starting salary + annual performance bonus.
• Paid time off & company holidays.
• Growth opportunities in a mission-driven firm.

• You want to build long-term relationships, not just transactions.
• You’re happiest when clients feel valued and nothing falls through the cracks.
• You thrive supporting a driven leader and a growing team.

If you’re ready to bring consistency, warmth, and excellence to every client interaction — we’d love to meet you.

Apply now and help us deliver the kind of client success that keeps people with us for life.