Client Relationship Coordinator

Client Relationship Coordinator Vision Advisory Group – Worthington, OH Position Type: Full-Time – In-Office Reports To: Operations Manager / Lead Advisors Vision Advisory Group, a Private Wealth Advisory Practice of Ameriprise Financial, is a highly reputable practice dedicated to delivering exceptional client service and personalized financial guidance. We are committed to helping clients achieve their financial goals while providing a seamless, professional, and client-focused experience. About the Role The Client Relationship Coordinator is essential in delivering an exceptional client experience. This position supports our advisory team by managing client communications, coordinating meetings, preparing documentation, and ensuring that every client is heard, supported, and valued.…