Client Coordinator

Description

The Client Coordinator is an important member of TCI Wealth Advisors’ client service and office operations team. This position serves as a primary point of contact for clients, guests, and employees and helps create a welcoming, organized, and professional office experience.

The Client Coordinator supports front office service, client meeting coordination, office operations, onboarding activities, employee engagement, and firmwide events. The ideal candidate is organized, service-oriented, and comfortable managing multiple priorities while maintaining strong attention to detail and follow-through.

Requirements

• Create a welcoming and professional experience for clients, guests, and employees.
• Coordinate client communications, meetings, scheduling, and related logistics.
• Maintain accurate calendars, records, and client relationship management data.
• Support day-to-day office operations, including facilities needs and vendor coordination.
• Assist with recruiting coordination and new employee onboarding logistics.
• Support firmwide meetings, events, and employee engagement activities.
• Coordinate marketing materials, client and employee gifting, and office inventory.
• Partner with advisors, managers, and internal teams to support office and team priorities.
• Identify opportunities to improve workflows, organization, and service consistency.
• Handle confidential information with discretion and professionalism.

• High school diploma or equivalent required; associate degree preferred.
• Previous experience in client service, hospitality, office administration, reception, or a related support role.
• Strong client service orientation and attention to detail.
• Clear and professional written and verbal communication skills.
• Strong organization, prioritization, and follow-through.
• Ability to manage multiple requests in a fast-paced environment.
• Proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
• Sound judgment and professionalism when handling confidential information.
• Ability to work independently while collaborating effectively across teams and locations.

Relevant experience may vary based on the level of the position. Equivalent combinations of education, training, and experience may be considered.

At TCI Wealth Advisors, you will be part of a collaborative team that values strong relationships, excellent service, and continuous improvement. We are committed to creating a positive employee experience supported by competitive compensation, meaningful benefits, professional development opportunities, and programs that support employees and their families.

We are committed to creating a positive employee experience supported by:

• competitive compensation
• meaningful benefits
• professional development opportunities
• programs that support employees and their families

Our comprehensive Total Rewards package includes:

• health and insurance coverage
• retirement savings opportunities
• paid time off
• professional development support
• resources designed to promote long-term well-being and financial security

TCI Wealth Advisors is an equal opportunity employer. We encourage candidates from all backgrounds to apply and are committed to creating an inclusive environment where everyone can thrive.