Client Relationship Coordinator

Client Relationship Coordinator
Orth Financial Group, a Private Wealth Advisory Practice of Ameriprise Financial
Wilmington, DE | Full-Time | In-Office

At Orth Financial Group, we believe financial planning is about helping people achieve the goals that matter most to them. We're looking for a professional who wants to play an important role in that mission while building a rewarding career.

Orth Financial Group, a successful and growing private wealth advisory practice of Ameriprise Financial, is seeking a Client Relationship Coordinator to join our Wilmington team.

This position offers a unique opportunity to work directly with clients, support sophisticated financial planning and wealth management engagements, and receive mentorship from one of the nation's most accomplished financial advisors.

Whether you are an experienced financial services professional or an early-career professional seeking a pathway into wealth management, we are interested in finding an individual who is highly organized, client-focused, and eager to grow.

This role is ideal for someone who enjoys building relationships, solving problems, managing details, and helping clients achieve important financial goals. Successful team members are naturally proactive, highly organized, and energized by supporting busy professionals and delivering exceptional experiences for clients.

Compensation: $55,000-$90,000 plus bonus opportunity, depending on experience, credentials, and licensing.

What You'll Do

As a key member of our team, you will help create an exceptional client experience before, during, and after client meetings.

Meeting Preparation

• Prepare advisors and clients for upcoming meetings.
• Organize client information and planning materials.
• Coordinate scheduling, agendas, and meeting logistics.
• Gather and review information needed for financial planning discussions.
• Assist with preparation of planning and investment review materials.

Meeting Coverage

• Participate in client meetings in support of advisors and clients.
• Help ensure meetings run smoothly and efficiently.
• Capture key discussion points, action items, and follow-up commitments.
• Build trusted relationships with clients through professional communication and service.

Meeting Follow-Up

• Track and coordinate implementation of recommendations.
• Maintain and update client records and CRM systems.
• Coordinate account servicing and operational requests.
• Ensure follow-up commitments are completed accurately and promptly.

Client Service Between Meetings

• Respond to client inquiries and service requests.
• Provide proactive communication and support.
• Work with clients, advisors, and home office resources to resolve issues.
• Deliver a high-touch service experience that strengthens long-term client relationships.

What Makes This Opportunity Unique

At Orth Financial Group, you'll have the opportunity to work directly with Kimberlee Orth, one of the most accomplished and respected wealth advisors in the country. Kimberlee is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Certified Kingdom Advisor® (CKA®) with 39 years of experience helping individuals, families, executives, and business owners make thoughtful financial decisions and pursue their most important life goals. She earned her degree from the University of Delaware and has spent nearly four decades in this community building a practice known for exceptional client service, deep planning expertise, and lasting client relationships.

Kimberlee's work has been recognized nationally. She was inducted into the Barron's Hall of Fame in 2021 after appearing on Barron's Top Advisor rankings for ten years. She has been recognized multiple times by Forbes and Barron's, including recognition as a Forbes Best-in-State Wealth Advisor and Forbes Top Women Wealth Advisor. Orth Financial Group has also been recognized among Forbes Best-in-State Wealth Management Teams. She has also been a member of the Ameriprise Circle of Success Chairman's Advisory Council for more than two decades, reflecting a sustained commitment to excellence and client outcomes.

This role offers far more than traditional client service or administrative responsibilities. You will work closely with Kim and the team to prepare for client meetings, participate in and cover client meetings, coordinate follow-up activities, and help deliver the high-touch experience that has contributed to the firm's long-term success. You'll gain firsthand exposure to comprehensive financial planning, wealth management, relationship management, and the day-to-day operations of a nationally recognized advisory practice.

For professionals interested in becoming a financial advisor, this position provides a clear pathway for growth. You'll have the opportunity to learn directly from an advisor who has built one of the region's premier wealth management practices and who is deeply committed to developing the next generation of talent. At the same time, experienced client service professionals can build a rewarding long-term career as a trusted member of a collaborative team that values expertise, initiative, and exceptional service.

Most importantly, you'll be joining a culture centered on helping people succeed. We believe our responsibility extends beyond managing investments. Every day, we help clients make confident decisions about retirement, family, legacy, and the goals that matter most to them. We are equally committed to investing in our team members, providing mentorship, professional development, and opportunities for meaningful career growth. If you're looking for a career where you can make a real difference in the lives of others while continuing to grow professionally, we'd welcome the opportunity to meet you.

Qualifications

Required

• Bachelor's degree or equivalent professional experience.
• Strong organizational and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Professional presence and commitment to exceptional client service.
• Strong attention to detail and follow-through.

Preferred

• Experience in wealth management, banking, financial services, insurance, accounting, healthcare administration, legal services, executive support, or another client-facing professional environment.
• Experience supporting professionals who manage a schedule of client or patient appointments.
• Experience with CRM systems and client relationship management.
• Financial planning experience.
• Investment or insurance industry licenses.
• Series 7, Series 66, and/or insurance licenses.
• CFP® coursework or CFP® certification.

Compensation & Benefits

• Base salary of $55,000-$90,000 depending on experience, credentials, and licensing.
• Performance-based bonus opportunity.
• Employer-paid health insurance.
• Employer-paid life insurance.
• Employer-paid long-term disability coverage.
• Employer-funded retirement plan contributions.
• Generous paid time off.
• Licensing, credentialing, and continuing education support.

Whether you're an experienced financial services professional or an emerging professional seeking a pathway into wealth management, we'd welcome the opportunity to learn more about you and discuss how you can build a rewarding career with Orth Financial Group.

Pay: $55,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Vision insurance
• Volunteer time off

Work Location: In person

Salary : $55,000 - $90,000