What are the responsibilities and job description for the Client Coordinator position at TCI Wealth Advisors, Inc.?
Description
The Client Coordinator I is a key member of TCI Wealth Advisors’ client service and office operations team, supporting both the client and employee experience at the local office level. This role serves as a primary point of contact for clients, guests, and team members, consistently representing TCI’s high standards of service, professionalism, and care.
In addition to delivering exceptional client support, the Client Coordinator I plays an important role in office operations, employee engagement, and onboarding support. This includes coordinating interviews and new hire logistics, supporting employee and client events, managing marketing and gifting inventory, and partnering with internal teams and vendors to ensure a welcoming, well-run office environment. The role requires strong communication skills, attention to detail, adaptability, and the ability to work effectively across teams and work styles.
Requirements
PRIMARY RESPONSIBILITIES
The Client Coordinator I can expect to focus in the following areas:
Client & Front Office Experience
- Serve as the first point of contact for clients and visitors, creating a warm, welcoming, and professional in-office experience
- Answer, screen, and route incoming calls with professionalism and efficiency
- Deliver superior client service by troubleshooting issues, coordinating meetings, and serving as a liaison between clients and internal teams
- Maintain daily calendars and scheduling for assigned team members
- Prepare conference rooms for meetings and ensure shared spaces are clean, organized, and well stocked
Office Operations & Facilities Support
- Coordinate with third-party vendors to support daily office operations (e.g., cleaning services, water delivery, shipping vendors)
- Manage office supplies, refreshments, catering, and general inventory needs
- Oversee incoming and outgoing mail and deliveries
- Support facilities-related needs and assist with expense tracking and processing
Employee Experience, Onboarding & Recruiting Support
- Support recruiting efforts by coordinating candidate interviews and communications
- Assist with employee onboarding by coordinating training schedules and supporting new hire logistics
- Assist with employee anniversary celebrations, recognition efforts, and internal gifting
- Plan and support employee engagement initiatives, including team-building and volunteer events
Marketing, Gifting & Special Projects
- Manage marketing promotional materials and client gifting inventory
- Coordinate client, employee, and partner gifting as needed
- Assist with maintain client and contact information within CRM systems
- Assist with travel arrangements and special projects as assigned
being performed. They are not intended to be an exhaustive list of all responsibilities
required of the incumbent in this position.
- High School Diploma required; Associate degree preferred
- Minimum of 2 years of prior experience in providing superior client service, preferably within a financial services environment or similar professional setting
- Experience with client-specific, proprietary, and confidential correspondence strongly preferred
- Proficiency in Microsoft Applications including Word, Excel, PowerPoint & Outlook
- Demonstrate professional, ethical, and courteous conduct in responsibilities and dealings with clients, prospects, COIs, colleagues, and other business entities with which TCI Wealth Advisors has a relationship
- Adhere to strict standard for confidentiality and discretion of all client information
- Client-first attitude – Seeks to provide outstanding service to all internal and external clients. Strives to develop and maintain strong, long-term relationships
- Excellent follow-through and communication to team members regarding status of open items
- Committed to TCI’s Core Values and upholding the highest ethical behavior
WHY JOIN TCI?
At TCI Wealth Advisors, we build careers with purpose. We’re committed to creating a best-in-class employee experience, supported by a superior Total Rewards package that includes competitive compensation, performance-based incentives, tools to help you plan your financial future, and comprehensive benefits for you and your family.
Our culture is rooted in collaboration, flexibility, and a genuine commitment to helping each other succeed. We’re passionate about creating an environment where people feel supported, challenged, and inspired to grow. If you’re looking for a place where your work makes a difference and your well-being matters, TCI is the place to be.
Salary : $24 - $27