Client Experience & Operations Lead

Financial Clarity Group, Inc. in Cincinnati, OH is seeking a Director of Client Engagement (admin) to be the first voice clients hear. This role is phone- and tech-heavy, tracking client needs, following up to completion, and keeping calendars and priorities on track.

It blends client concierge duties with team support and information hub responsibilities. You will communicates clearly, learn new software, stay organized under multiple tasks, and contribute to a fast-paced advisory environment.