At Journey Wealth, we serve families, physicians, professionals, and business owners at pivotal moments in their lives. Our work goes far beyond managing money — we help clients make confident decisions, reduce uncertainty, protect what matters most, and move toward true financial freedom.

Our firm is built on a foundation of clarity, trust, connection, and world-class service. To support that mission, we are seeking an exceptional Client Service Coordinator—someone who finds genuine fulfillment in ensuring others feel seen, supported, and cared for at the highest level.

This role is ideal for a professional who believes relationships matter and excellence is non-negotiable.

About the Role

As a Client Service Coordinator (often referred to in our industry as a Client Services Associate or Specialist), you will manage our front desk presence, greeting clients and anchoring our physical office space while executing back-office support. You will work closely with our Director of Client Experience and leadership to ensure that our daily administrative operations reflect the care, precision, and professionalism clients expect.

You are a trusted steward of relationships, details, and follow-through. Your work allows our partners to focus on strategy while you ensure nothing falls through the cracks and every client feels known.

Who You Are

You are calm, capable, and quietly confident. You take pride in doing things the right way — even when no one is watching.

You likely resonate with the following:

• Precision is personal to you. You value accuracy, organization, and completing complex tasks to a high standard.
• You lead with emotional intelligence. Clients trust you because you listen well, communicate clearly, and genuinely care.
• You thrive in responsibility. Managing multiple priorities energizes you when expectations are clear and the mission is meaningful.
• You are technically fluent. Financial planning software, such as E-money and CRM (Wealthbox) systems, is a tool you use with confidence.
• You document with excellence. Your notes, records, and follow-ups are thorough, timely, and reliable.
• You think long-term. You are looking to grow into mastery, leadership, and deeper contribution.

Compensation & Benefits

• Compensation aligned with experience, judgment, and contribution
• Performance-based team incentives tied to collective excellence
• A refined, relationship-driven culture built on trust and high standards
• A clear path for professional growth, leadership, and long-term impact
• We actively invest in the growth of professionals who are committed to mastery and excellence.

If you are the right fit, we are fully committed to compensating you in a way that reflects your value.

The Invitation

If you believe service is meaningful, details matter, and doing excellent work for the right people is deeply fulfilling, we would welcome the opportunity to meet you.

• Client Meetings & Continuity: Actively synthesize and summarize notes from client meetings, turning conversations into clear, actionable next steps and ensuring flawless team execution.
• World-Class Client Servicing: Serve as the trusted, primary point of contact for daily client service requests. Handle inquiries with the personability, professionalism, and urgency our families deserve.
• Precision Client Onboarding: Seamlessly complete and process new business applications across major custodians (Fidelity and Schwab), as well as annuities and life insurance, with an uncompromising commitment to accuracy. Proactive follow-up on pending business and account transfers, providing clients with reassuring, consistent updates.
• Strategic Case Preparation: Collaborate directly with wealth management partners to prepare comprehensive case preparation and retirement analyses for upcoming client consultations, ensuring the team is fully equipped to deliver strategic advice.
• Annual Review Coordination: Facilitate the annual client review process and construct detailed account summaries, empowering our private client group to seamlessly deliver ongoing financial strategies and account updates.
• Rigorous CRM Maintenance: Maintain an impeccably organized, audit-compliant filing system. You will own the daily integrity of our CRM database, ensuring all new business, service activities, and client touchpoints are captured with absolute fidelity.

• Preferred Industry Knowledge: Ongoing experience in the financial services industry with a working knowledge of investment advisory and insurance products.

Journey Wealth is a boutique Financial Planning Firm that specializes in serving high-net-worth families, Physicians, and Business Owners. 

Journey Wealth has a unique blend of vision and precision that defines our leadership and helps us provide an unparalleled experience for those we serve.

Our passion for helping people make better decisions and our analytical approach offer the chance to work in a dynamic environment that values both creativity and structure. A team committed to meaningful, results-driven service, and the opportunity to support clients in achieving their lifelong goals and dreams through personalized financial strategies. It’s an environment where work will directly contribute to transforming clients' futures while benefiting from a collaborative and goal-oriented atmosphere.