Client Relationship Manager

Job Description

About the Opportunity

Join a client-focused financial advisory practice where your role goes far beyond administrative support—you become a key driver of client experience and operational excellence.

In this position, you’ll be part of a family-oriented, relationship-driven office, ensuring every client interaction is seamless, personal, and professional. If you enjoy building relationships, staying highly organized, and playing a meaningful role in a team’s success, this is an opportunity to grow alongside a thriving advisory practice.

Key Responsibilities

Serve as the first point of contact for clients and prospects, delivering a welcoming, professional experience in person and by phone

Build strong client relationships through proactive communication and thoughtful personal touchpoints (calls, emails, and personal touches like birthday/holiday outreach)

Manage daily office workflow to ensure smooth, efficient operations

Coordinate calendars, schedule meetings, and proactively support advisor

Update and maintain client information within the CRM

What We’re Looking For

We’re seeking someone who combines organization, initiative, and a client-first mindset:

Strong communication skills and a polished, professional presence

Exceptional attention to detail and strong organizational skills

Proactive, self-starter mentality with the ability to anticipate needs

Positive attitude with a desire to learn and grow

Compensation & Work Environment

Salary: $45,000+ Negotiable based on experience

Benefits: Health Insurance and 401k

PTO: Paid Vacation and Holidays

Schedule: Full-time, 30-40 hours per week

Location: In-office role (Dublin, OH)

Ready to Grow With Us?

If you’re motivated, detail-oriented, and excited to be part of a business that truly values client relationships and team success, we’d love to connect. Company Description

At Alpha Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high-integrity environment where your contributions are valued and your professional development is encouraged.

This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.Company Description

At Alpha Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high-integrity environment where your contributions are valued and your professional development is encouraged. This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.