Marketing Coordinator/Client Service Associate

Position: Marketing Coordinator/Client Service Associate

Location: Bluffton, SC

Job Type: Full-time (In Person)

Company Description: We are a financial planning firm committed to providing our clients with exceptional service. Our back-office operations are the cornerstone of our success, ensuring smooth and professional client interactions and robust marketing initiatives.

Job Summary: As a Client Service Associate and Marketing Coordinator, you will play a pivotal role in maintaining the seamless operation of our firm. Your responsibilities will include managing client and prospect communications, scheduling, processing account paperwork. You will also spearhead our marketing efforts as well as coordinating our client and prospecting events, ensuring every detail is executed with precision.

Key Responsibilities:

• Schedule and manage meetings for clients and prospects.
• Manage client information, tasks, and reminders within CRM systems.
• Handle client check deposits and process various account transactions.
• Coordinate with the home office compliance department for event and presentation approvals.
• Organize event details, including venue, catering, A/V needs, and registration.
• Maintain compliance records and update the company website for events.
• Develop content for social media platforms such as Facebook, LinkedIn, and Nextdoor.
• Collaborate with advisor to create engaging seminar presentations.
• Facilitate new client onboarding processes.
• Oversee the annual marketing agenda.
• Perform additional duties as required.

Qualifications:

• Proven experience in client service or marketing roles.
• Familiarity with CRM systems (Redtail or Salesforce preferred).
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal abilities.
• Creative and proactive approach to marketing and event planning.
• Proficiency in social media management and content creation.

Required Knowledge, Skills, & Abilities:

· Excellent Attitude: You bring a positive demeanor and a client-first approach to every interaction.

· Detail-Oriented: A meticulous focus on accuracy and precision in all tasks.

· Organizational Prowess: Exceptional organizational and time management skills to handle a fast-paced environment.

· Multitasking Mastery: The ability to juggle multiple responsibilities within stringent deadlines.

· Tech Savvy: Proficiency with Microsoft Office Suite and comfort learning new software.

· Form Building Expertise: Experience in creating and maintaining online forms using platforms like Jotform.

· Design Skills: Familiarity with Canva or similar online design platforms is advantageous.

· Analytical Acumen: Strong analytical and research skills, particularly with internet-based tools.

· Reliability: Consistent attendance and punctuality are vital to support our team and clients.

· Physical Requirements: Comfortable with prolonged periods of computer use, phone handling, and general office machinery.

What We Offer:

• Competitive salary and paid time off.
• Opportunities for professional growth and development.
• A collaborative and supportive work environment.
• The chance to make a significant impact in a small but highly successful firm.

How to Apply:

We encourage all candidates who meet these criteria to apply. Please submit your resume and a cover letter detailing your relevant experience and why you would be a great fit for our team.

Your unique talents could be exactly what we need to continue providing top-tier service to our clients. We look forward to reviewing your application and potentially welcoming you to our team!

Job Type: Full-time

Pay: $40,000.00 - $50,000.00 per year

Benefits:

• 401(k) matching
• Paid time off

Schedule:

• 8 hour shift
• Holidays
• Monday to Friday
• No nights
• No weekends

Work Location: In person