Client Services and Marketing Coordinator

Client Services & Marketing Coordinator

Financial Services / Investment Advisory Firm

Position Overview

We are seeking a professional, organized, and personable **Client Services & Marketing Coordinator** to join our growing investment advisory firm. This position blends exceptional client support with marketing and communication responsibilities to help strengthen client relationships and support firm growth.

The ideal candidate is detail-oriented, proactive, highly organized, and enjoys both client interaction and creative marketing projects. This role is perfect for someone who thrives in a professional environment, communicates well, and can balance administrative precision with marketing initiative.

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Key Responsibilities

Client Services & Operations

* Serve as a primary point of contact for clients by phone, email, and in person

* Assist with client onboarding and account paperwork

* Schedule client meetings and maintain advisor calendars

* Coordinate follow-up communications and client service requests

* Maintain accurate client records and CRM updates

* Prepare client meeting materials and organize documentation

* Help deliver a high-touch, professional client experience

* Support advisors with administrative and operational tasks

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Marketing & Communications

* Assist with social media management and content scheduling

* Coordinate client newsletters, email campaigns, and educational communications

* Help maintain and update the firm website and online presence

* Create marketing materials, event invitations, and presentation support materials

* Assist with seminar, workshop, and client appreciation event coordination

* Support brand consistency across all communications

* Track marketing activities and engagement metrics

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Qualifications

* Strong communication and interpersonal skills

* Exceptional organizational and multitasking abilities

* Professional appearance and demeanor

* High attention to detail and confidentiality

* Ability to work independently and take initiative

* Comfortable learning financial industry systems and processes

* Strong writing and proofreading skills

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Preferred Experience

* Experience in financial services, wealth management, banking, or professional services preferred

* CRM experience (Redtail, Wealthbox, Salesforce, etc.) is a plus

* Familiarity with social media and email marketing platforms

* Experience with Canva, Microsoft Office, or marketing tools preferred

* FINRA licensing not required, but a plus

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What We Offer

* Competitive compensation based on experience

* Opportunities for professional growth and advancement

* Supportive and team-oriented office culture

* Meaningful work helping clients pursue their financial goals

* Stable, professional work environment

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Ideal Candidate

You are someone who:

* Enjoys building relationships and helping people

* Communicates professionally and confidently

* Is highly organized and dependable

* Balances creativity with attention to detail

* Wants to grow within a respected financial advisory practice

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To Apply

Please submit your resume along with a brief introduction explaining why you would be a strong fit for our team.

Pay: $24.00 - $28.00 per hour

Benefits:

• 401(k)
• Health insurance
• Paid time off

Work Location: In person