Client Engagement & Marketing Coordinator

Job Summary

Latus Group seeks a proactive, detail-oriented Client Engagement & Marketing Administrative Coordinator who is passionate about delivering exceptional client experiences in a dynamic financial services environment. In this essential role, the ideal candidate drives meaningful client engagement, serving as the first point of contact and trusted support for clients, ensuring each interaction is positive, personalized, and professional. The position supports high-impact marketing initiatives while maintaining seamless department operations through strong organizational and communication skills, hands-on content creation, and data-driven decision-making.

Responsibilities

• Foster lasting relationships with clients through memorable interactions, timely responses, and personalized appreciation efforts.
• Maintain and update client profiles in Salesforce, capturing preferences and insights to enhance client service and engagement.
• Greet clients and business partners upon arrival, ensuring a welcoming atmosphere and efficient meeting experience.
• Serve as the main contact for client inquiries, scheduling, and follow-ups, delivering prompt and proactive support.
• Coordinate office preparations for client meetings, including ambiance, refreshments, and personalized digital signage.
• Track and organize client birthdays, holidays, and special occasions, ensuring timely delivery of customized cards and gifts.
• Develop and execute multichannel marketing strategies to connect with clients and enhance brand visibility.
• Create, schedule, and manage social media and email content tailored to client interests and needs.
• Utilize Canva Pro, Adobe Creative Suite, and other platforms to design impactful client-facing materials.
• Analyze campaign and website data to continuously improve client outreach and engagement.
• Document and communicate client feedback and special requests, helping build strong, trusted relationships.
• Support office administration, compliance reviews, and executive assistant tasks as needed.

Experience

• Solid experience in administrative roles with direct client engagement in financial services.
• Proven background in digital marketing, content creation, SEO, and social media, especially for client-focused campaigns.
• Proficient in Canva, Adobe Creative Suite, WordPress, Google Analytics, Constant Contact, and major social platforms.
• Strong analytical, organizational, and written/verbal communication skills.
• Approachable, authentic, and professional, with a genuine commitment to client appreciation and relationship building.

Why Latus Group?

Join a collaborative, client-centered firm where creativity and excellence shape our approach to financial services. Leverage your client engagement, marketing, and administrative skills to build lasting connections and elevate our brand.

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person