Client Relationship Manager (Wealth Management)

About the Opportunity

Join a client-focused financial advisory practice where your role goes far beyond administrative supportyou 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.

At Alpha Financial, we’re passionate about helping clients achieve their financial goalsand 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 roleit’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.