Client Relationship Manager
alpha financialDublin (OH)
$45,000
ApplyClient Relationship Manager
Posted today
alpha financialDublin (OH)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Senior
SALARY
$45,000
About the role
Job Description 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 CRMWhat We're Looking ForWe'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 401kPTO: 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.
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