What are the responsibilities and job description for the Marketing and Client Coordinator position at Wright Choice Financial Group?
The Marketing and Client Coordinator enhances the client experience by providing exceptional client service, supporting office function, and serving as administrative, marketing, and operational support to financial advisors. The Marketing and Client Coordinator is responsible for understanding firm policies, procedures, and digital capabilities that will allow them to interact with the advisors, as well as new and existing clients. In addition, they will play a vital role in the company’s marketing directives.