Client Experience & Operations Associate

True Alpha Wealth Management; Sandusky (OH); On-site; USD 52,000 - 76,000; Full time

Job summary

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.

Qualifications

• Highly organized with strong attention to detail.
• Self-starter who takes ownership without micromanagement.
• Tech-savvy and quick to learn platforms (CRM, Financial Planning Systems, Calendly, Outlook, Canva).
• Professional written communication and discretion with sensitive client information.

Responsibilities

• Answer office phone calls and handle client service inquiries.
• Maintain organized client files, tasks, and CRM notes; track follow-ups.
• Coordinate client onboarding, reminders, and meetings; prepare materials.
• Plan client appreciation and educational events; assist with marketing projects.

Skills

Organized

Self-starter

Tech-savvy

Professional communication

Tools

CRM

Calendly

Outlook

Canva

Excel

PowerPoint

Job description

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.