Marketing and Client Services Manager

9 hours ago

Reston, Virginia, United States Parallel Financial Full time
About Parallel Financial

At Parallel Financial, we're not just building a business - we're crafting a legacy of innovation and positive impact in our community, clients' lives, and employees. Our company is driven by a passion for delivering exceptional client experiences and fostering a culture of continuous improvement.

Job Summary

We're seeking a highly skilled and motivated Marketing and Client Services Manager to join our team. As a key member of our organization, you will be responsible for conceptualizing, planning, and executing various events, developing marketing campaigns, and enhancing client relationships. If you're a detail-oriented and team-oriented individual with a passion for marketing and client service, we encourage you to apply.

Responsibilities
  • Conceptualize, plan, and execute various events, including client appreciation events, seminars, and webinars.
  • Develop marketing campaigns, create engaging content, maintain our website, manage social media platforms, and evaluate marketing effectiveness.
  • Enhance client relationships, gather event feedback, and collaborate on engagement strategies with advisors and client service teams.
  • Handle event and marketing administrative tasks, maintain records, and ensure the success of events and campaigns.
  • Deliver outstanding service across communication channels and coordinate client-related activities with precision.
  • Work with colleagues to refine systems and workflows, promoting a culture of continuous improvement.
  • Facilitate interactions between clients, advisors, and custodians, ensuring satisfaction and addressing issues promptly.
  • Coordinate and organize client visits, prepare materials for meetings, and manage client paperwork with meticulous attention to detail.
  • Identify and resolve issues promptly and accurately, demonstrating a commitment to client success.
Requirements
  • Experience in event planning and coordination, preferably within Financial or professional services.
  • Proficiency in marketing concepts and tools, including social media, email marketing, and content creation.
  • Impeccable attention to detail.
  • Team-oriented mindset.
  • Analytical skills to handle diverse information and make informed decisions in a fast-paced environment.
  • Adaptability and reliability.
  • Prior experience in client service is preferred.
  • Bachelor's Degree is desired but not essential.
  • Proficiency in Microsoft 365, CRM systems, reporting software, and various cloud-based applications.
Rewards

We offer a comprehensive benefits package, including medical, dental, and vision coverage, 401K with match and profit sharing, paid holidays and paid time off, and various voluntary employee benefit options. Our work hours are Monday - Friday, 9am-4pm, with a total starting compensation range of $75k-$85k.

How to Apply

Apply here on LinkedIn or email careers@parallelfinancial.com with your resume and a cover letter. Please include your three favorite Core Values from our website and a brief explanation of why you're a great fit for this role.

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