Financial Clarity Group, Inc.

Financial Clarity Group, Inc.; Cincinnati (OH); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Paid time off (personal and vacation)

Professional development assistance

Referral program

Retirement plan with company match

Job summary

Financial Clarity Group, Inc. in Cincinnati, OH, is seeking a Director of Client Engagement to lead client interactions, coordinate schedules, and ensure smooth service delivery.

You will use our CRM and office tools to keep everything organized, handle invoices, and provide administrative support to our professionals while growing with the firm.

This is a full-time, in-person position with weekend availability during tax season and opportunities for professional development.

Qualifications

• Great communicator, comfortable on the phone and in writing.
• Comfortable learning new technology and software.
• Organized and able to juggle multiple open items without dropping the ball.

Responsibilities

• Answer phones and greet clients, in person and by phone.
• Track client requests and follow up so nothing slips through the cracks.
• Manage calendars and scheduling for our team.
• Use our CRM and other software to keep everything organized (we’ll train you).
• Collect and assemble documents for clients.
• Provide administrative and personal assistant support to our professionals.
• Handle mail, filing, and day-to-day office tasks.
• Follow-up on client invoices.

Skills

Communication

CRM proficiency

Calendar management

Office software

Organizational skills

Customer service

Tools

CRM

Office suites

Job description

Details

Director of Client Engagement

Financial Clarity Group, Inc. – Cincinnati, OH 45244

Compensation will depend on incoming qualifications

Full-time | In person

What you’ll do

• Answer phones and greet clients, in person and by phone

• Track client requests and follow up so nothing slips through the cracks

• Manage calendars and scheduling for our team

• Use our CRM and other software to keep everything organized (we’ll train you)

• Collect and assemble documents for clients

• Provide administrative and personal assistant support to our professionals

• Handle mail, filing, and day-to-day office tasks

• Follow-up on client invoices

What we’re looking for

• Great communicator, comfortable on the phone and in writing

• Comfortable learning new technology and software

• Organized and able to juggle multiple open items without dropping the ball

• Professional, positive attitude

• Customer service experience preferred

You don’t need to know accounting or tax lingo. We do need someone who’s reliable, sharp, and ready to grow with us.

Schedule

• Monday – Friday, 8-hour shifts

• Weekend availability required January 15 – April 15 each year

Benefits

• Paid time off (personal and vacation)

• Professional development assistance

• Referral program

• Retirement plan with company match

Financial Clarity Group is a regional CPA firm with a Financial Advisory firm (with the same owner). We are on a mission to change how people experience money and taxes, from scarcity and fear to abundance and empowerment. We’re professional, have a fast-paced working environment, and genuinely care about our team and our clients.