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Client Strategist & Operations Coordinator

Job in Maumee, Lucas County, Ohio, 43537, USA
Listing for: TFO Partners
Full Time position
Listed on 2026-06-26
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Business
    Office Administrator/ Coordinator
Job Description & How to Apply Below
Position: Client Experience Strategist & Operations Coordinator

TFO Partners in Maumee, Ohio, is seeking a Strategist Coordinator to serve as an administrative and operational partner to Advisers and client teams. The role involves fostering high-quality client experiences and supporting daily Adviser operations through scheduling, CRM administration, and communication.

The ideal candidate should possess strong organizational skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment. A bachelor’s degree is preferred.

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