Client Relationship Coordinator - Wealth Management

A financial advisory firm in Miamisburg, OH is seeking a Client Relationship Manager. In this part-time, in-person role, you'll greet clients, manage appointments, and handle admin tasks. Candidates should have a positive attitude, a willingness to learn, and at least some college education (bachelor’s degree preferred). Starting pay is $16 per hour, with potential for increased responsibilities and pay over time.

Proficiency in MS Office and a familiarity with Salesforce are important for success in this position.
We have an opening for a Client Relationship Coordinator - Wealth Management in Miamisburg, OH, United States within Marketing & Media. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply. All applications are reviewed carefully by our team. The position is based in Miamisburg, OH, United States.