Transformation Wealth GroupAt Transformation Wealth Group, we help clients build, protect, and pass on their wealth with confidence. Our work is personal. We guide individuals and families through major life decisions with care, clarity, and a proven process.
We're looking for a Client Success & Office Coordinator to be the warm, reliable, and detail-oriented presence that keeps our clients coming back year after year.
This is not just a "desk job." You'll be the trusted point of contact for clients, the organizational engine of the office, and a valued part of a mission-driven team.
Create loyal, happy clients – Follow up promptly, anticipate needs, and make every interaction memorable.Own the client experience – Schedule and confirm meetings, send onboarding packages, manage service requests, and keep our CRM organized.
Keep operations running smoothly – Open/close the office, handle mail and supplies, and maintain a welcoming environment.
Support events and workshops – Coordinate logistics, communicate with guests, and help create a great experience for attendees.
Celebrate our clients – Send personalized cards, track referrals, and recognize milestones.
You genuinely enjoy building relationships and making people feel cared for.
You take pride in following processes and paying attention to details.
You like a steady routine, but can pivot smoothly when priorities shift.
You're a natural problem-solver who looks for ways to improve things.
You see your role as part of something bigger, not "just a job."
2+ years in client service, office coordination, or similar role (financial services a plus).
Excellent written and verbal communication skills.
Strong organizational skills, you never let the small stuff slip.
Comfortable with Gmail, Zoom, and CRM systems (Go High Level a plus).
Associate's or Bachelor's degree preferred, or equivalent client service and administrative experience in a professional setting.
$40K–$50K starting salary + annual performance bonus.
Paid time off & company holidays.
Professional training & development.
Growth opportunities in a mission-driven firm.
This role is for you if…
You want to build long-term relationships, not just transactions.
You're happiest when clients feel valued and nothing falls through the cracks.
You thrive supporting a driven leader and a growing team.
If you're ready to bring consistency, warmth, and excellence to every client interaction — we'd love to meet you.
Apply now and help us deliver the kind of client success that keeps people with us for life.
Full-time
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