Client Relations Specialist

Job Description

Ross Wealth Advisors is seeking a motivated Part-Time Marketing & Client Service Coordinator to support our growing team. In this role, you’ll own the sales prospecting process—tracking advisor meetings, ensuring follow-up actions are completed, and preparing weekly reports on prospective clients for our Monday meetings.

You’ll assist with marketing campaigns, educational events, and outreach to potential leads to schedule visits. This position is ideal for someone who’s detail-oriented, proactive, and comfortable working independently within a highly accountable, service-driven environment where excellence and client care come first.

Skills & Qualifications:

Proficient in Microsoft Office and comfortable with ChatGPT

Salesforce experience preferred

Strong communication, organization, and follow-up skills

Company Description

Ross Wealth Advisors is a comprehensive retirement planning firm based in Upper Arlington, Ohio, dedicated to helping individuals and families build confidence in their financial future. Our team provides high-touch, personalized service across every area of retirement planning—including investment management, tax strategies, healthcare planning, estate and legacy design, and income planning.

We believe retirement is about more than investments—it’s about creating a complete, confident plan that supports a meaningful life. Through a highly accountable and collaborative approach, our team helps clients simplify complex financial decisions and move forward with clarity and peace of mind.

At Ross Wealth Advisors, we take pride in delivering world-class service with a personal touch, fostering long-term relationships built on trust, education, and integrity.

Part-time