Client Experience & Engagement Coordinator (Part-Time)

Position Title: Client Experience & Engagement Coordinator (Part-Time) Team: Client Services Team

Overview: We are a growing financial services firm specializing in holistic financial planning. We work with our clients to uncover and identify their goals, dreams, and values. We then use our expertise to be their advocates and coaches, helping them to live their best lives with the resources available to them.

Objective and Purpose: The Client Experience & Engagement Coordinator plays a vital role in enhancing our client relationships and overall experience through engaging interactions, compelling content, and memorable events. This position focuses on fostering strong connections with our clients and expanding our reach through strategic marketing and communication initiatives.

Principal Roles and Responsibilities:

• Creating and scheduling engaging and informative content for various social media platforms to connect with current and prospective clients.
• Managing email newsletters and other email marketing campaigns to provide value and build relationships with our audience.
• Planning and executing exceptional client events that foster connection and strengthen relationships.
• Engaging clients, future clients, and other guests in warm, friendly conversation across various touchpoints.
• Developing and implementing strategies to enhance the overall client experience.
• Gathering client feedback and identifying opportunities for improvement in our service delivery.
• Creating client-facing communications and materials that are clear, concise, and engaging.
• Utilizing our CRM (Client Relationship Management) system to track client interactions, manage communications, and support engagement efforts.
• Collaborating with advisors to understand client needs and develop tailored engagement strategies.
• Exploring new and innovative ways to connect with and provide value to our client base.
• Contributing to the development and execution of marketing initiatives that elevate the client experience.

Skills Required:

• Exceptional interpersonal and communication skills with a natural ability to build rapport.
• A passion for creating positive and memorable client experiences.
• Strong creative thinking and the ability to develop engaging content.
• Experience with social media management and a strong understanding of various platforms.
• Experience with email marketing platforms and best practices.
• Proven ability to plan and execute successful events.
• Excellent organizational skills with a focus on detail and follow-through.
• A proactive and solution-oriented mindset with the ability to anticipate client needs.
• Experience working with CRM systems is preferred.
• Ability to work independently and collaboratively within a team.
• Adaptability and a willingness to learn new strategies and technologies related to client engagement.
• Strong computer skills.
• Experience working for a Registered Investment Advisor (RIA) firm is encouraged but not required.

This is for a part-time position with the opportunity to create a flexible schedule.

Job Type: Part-time

Pay: $20.00 - $25.00 per hour

Expected hours: 15 – 25 per week

Benefits:

• Flexible schedule
• Paid time off
• Professional development assistance

Shift:

• 4 hour shift
• 8 hour shift

Work Location: In person

Salary : $20 - $25