Client Experience & Office Coordinator

Alphastar Capital Management; Cincinnati (OH); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

PTO + paid holidays

Disability coverage

Life insurance

Job summary

Alphastar Capital Management, based in Cincinnati, OH, seeks an Office Coordinator to deliver exceptional client experiences while supporting Advisors and day-to-day operations.

The candidate should be organized, detail-oriented, and capable of multitasking in a fast-paced, client-facing environment. Professional attire is required daily and the role offers comprehensive benefits and growth opportunities.

Qualifications

• High school diploma or GED required; associate or bachelor’s degree preferred.
• Minimum of two years of administrative, office coordination, client service, or related professional experience required.
• Experience in a client-facing office environment preferred; financial services industry experience is a plus.
• Proficiency with Microsoft Office Suite required; Redtail CRM system experience preferred.

Responsibilities

• Serve as the first point of contact for clients, prospective clients and visitors, creating a warm, welcoming and professional first impression of the firm.
• Manage incoming calls, check voicemails, schedule/confirm appointments, coordinate calendars and communicate with clients in a timely and professional manner.
• Prepare for client meetings by confirming appointments and assembling materials ahead of time; ensure conference rooms and client spaces are organized and ready.
• Maintain accurate client records, meeting notes, tasks, and follow-up activities within the CRM.

Skills

Client service

Organization

Communication

Multitasking

Confidentiality

Attention to detail

Professional demeanour

Relationship building

Education

High school diploma or GED

Associate or Bachelor's degree preferred

Tools

Microsoft Office

Redtail CRM

Job description

Alphastar Capital Management, based in Cincinnati, OH, seeks an Office Coordinator to deliver exceptional client experiences while supporting Advisors and day-to-day operations.

The candidate should be organized, detail-oriented, and capable of multitasking in a fast-paced, client-facing environment. Professional attire is required daily and the role offers comprehensive benefits and growth opportunities.