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Client Strategist Coordinator

Job in Maumee, Lucas County, Ohio, 43537, USA
Listing for: TFO Wealth Partners, LLC
Full Time position
Listed on 2026-03-01
Job specializations:
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience Strategist Coordinator
A financial services firm in Maumee, Ohio is seeking a Strategist Coordinator to provide administrative and operational support. This role includes client correspondence, meeting coordination, and CRM maintenance, and requires strong communication skills alongside exceptional attention to detail. The ideal candidate is organized, proactive, and motivated to deliver client-centric solutions in a fast-paced environment. A Bachelor's degree or relevant experience is preferred.
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