Description
The Client Experience Coordinator delivers a high-level client and adviser experience by managing the preparation, processing, and maintenance of client accounts and plans. This role works closely with Advisers and Operations Team members to ensure accurate execution of custodial paperwork, CRM updates, and client service requests.
Essential Duties & Responsibilities
- Prepare and process documentation to open, close, service, and maintain client accounts
- Coordinate with custodians to submit, track, and resolve account and service requests
- Support client onboarding, offboarding, transactions, and compliance-related needs
- Maintain accurate and timely updates in CRM and reporting systems
- Communicate effectively with Advisers to ensure requests are completed accurately and on time
- Manage workflows, document notes, and follow established operational procedures
- Prioritize and manage workload across personal responsibilities and shared operations queues
- Participate in ongoing training to stay current with regulatory and technology updates
Requirements
Qualifications
- Bachelor’s degree preferred
- Strong communication, organizational, and computer skills
- High attention to detail and ability to manage multiple priorities
- Team-oriented mindset with a strong work ethic
- Interest in continued industry education
- Project management experience is a plus
- Schwab, Salesforce experience preferred
Skills Required
- Bachelor's degree preferred
- Strong communication, organizational, and computer skills
- High attention to detail and ability to manage multiple priorities
- Team-oriented mindset with a strong work ethic
- Interest in continued industry education
- Project management experience is a plus
- Schwab, Salesforce experience preferred
What We Do
TFO Wealth Partners is a nationally recognized wealth management firm that specializes in connecting high-net-worth individuals, families, and successful businesses with their wealth and purpose. Their services include wealth planning, investment management, estate coordination, tax planning, and philanthropic activities, aiming to help families thrive.
