Client & Operations Associate

True Alpha Wealth Management is seeking a highly organized administrator to support client onboarding, service requests, and event planning. You will act as the operational backbone, coordinating back-office tasks, CRM maintenance, and vendor relations to ensure a seamless client experience.

You will also assist with marketing campaigns, client communications, and regulatory compliance materials while maintaining audit-ready records and professional client interactions.

We have an opening for a Client Experience & Operations Associate in Sandusky, OH, United States within Human Resources, Management & Operations.

This role, Client Experience & Operations Associate at True Alpha Wealth Management, could be your next opportunity.

Are you ready to take on the Client Experience & Operations Associate role at True Alpha Wealth Management?

We would love to welcome a new Client Experience & Operations Associate to our organisation in Sandusky, OH, United States.