AssetIO Wealth Management | Client Experience and Marketing Coordinator | burbank, ca

3 days ago


burbank, United States AssetIO Wealth Management Full time

Are you passionate about helping people?


As our Client Experience and Marketing Coordinator, you will work closely with our Founder to provide exceptional service and ensure smooth office operations. You will be the primary point of contact for clients, manage the scheduling process, oversee our marketing efforts, and maintain our CRM data integrity. This is an exciting entry-level opportunity for an enthusiastic, outgoing, and detail-oriented individual who can thrive in a fast-paced environment, has a passion for building relationships, and loves keeping things organized.


AssetIO Wealth Management is a growing boutique financial planning and investment management firm based in the heart of the entertainment industry. We are analysts with a heart; passionate about creating greatness in people’s lives. We believe that every person’s uniqueness is their primary asset, which we mold through detailed planning to create each client’s path to greatness. Our investment team members are technical analysis specialists, providing clients with flexibility and understanding of how and why investment decisions are made.

 

Key Responsibilities

  • Client Booking & Scheduling: Own and manage the client booking process, coordinate meetings and appointments, and maintain the office calendar with a keen eye for detail.
  • Marketing & Communications: Design and execute marketing materials, including newsletters, social media posts, and client communications.
  • CRM & Data Management: Take ownership of the CRM system to ensure data accuracy and integrity. Update client records and streamline processes to enhance data quality and client insights.
  • Client Relationship Building: Act as a friendly and approachable client advocate, building strong relationships that foster loyalty. Be proactive in identifying client needs and delivering exceptional service.


Qualifications

  • A degree in Marketing, Business, Communications, or a related field.
  • Strong interpersonal skills and a customer-first mindset; you love connecting with people and building rapport.
  • Excellent organizational and multitasking abilities, with a solid attention to detail.
  • Basic understanding of CRM systems.
  • Creative mindset with experience in social media management, content creation, or marketing.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and basic design tools (Adobe Creative).


Compensation and Benefits

·       Competitive salary and quarterly bonus

·       Company Medical and Dental

·       401k with company match

·       Paid time off

·       Flexible work hours

·       Paid Parking

·       Training and development reimbursement


How to Apply:

If you're excited about this opportunity and believe you’re a great fit, please submit your resume and a brief cover letter explaining why you’re the ideal candidate for this role.



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