About this opportunity
Jambalaya Group lists this Client Experience Coordinator – Wealth Advisory opportunity in worthington, Minnesota. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, seeks a Client Relationship Coordinator in Worthington, OH. The role focuses on delivering exceptional client experiences, coordinating meetings, and handling documentation with a client-centric, organized approach.
The position offers in-office, full-time work with opportunities to collaborate across the advisory team. Ideal candidates will have strong communication skills and proficiency with MS Office.
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Worksite address
worthington, MN, 56187, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.