Client Experience Coordinator – Wealth Advisory

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.