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Client Engagement and Marketing Specialist

2 months ago

Ann Arbor, Michigan, United States Imber Wealth Advisors, Inc. Full time

Are you a reliable and detail-oriented professional with exceptional interpersonal abilities and a commitment to client satisfaction? Imber Wealth Advisors, Inc. is looking for a dedicated Client Engagement and Marketing Specialist to assist the Marketing Director in implementing marketing initiatives while delivering outstanding service to our clients and prospects.

This full-time, in-office position requires a candidate with a minimum of 3 years of experience in office administration, marketing, or sales. Key responsibilities include event coordination, managing communications, overseeing calendars, maintaining databases, and providing a warm welcome to clients.

The ideal candidate will possess strong marketing and analytical capabilities, with a proven track record of planning, executing, and refining campaigns to enhance engagement, qualify leads, and create new opportunities. A confident phone presence, excellent listening skills, and the ability to build rapport with clients are essential attributes. We seek a proactive individual who excels at asking insightful questions to engage prospects effectively.

This role will involve executing various marketing strategies, including email campaigns, social media outreach, lead nurturing, direct mail, telemarketing, and organizing client events.

Minimum Qualifications:

  • A commitment to a long-term career in the financial sector
  • 3+ years of experience in a marketing or sales capacity
  • Preferred industry knowledge or experience
  • Proficiency in MS Office and a quick adaptability to new software

Essential Skills:

  • Ability to implement both online and offline marketing strategies with meticulous attention to detail
  • High creativity coupled with a strong work ethic
  • Advanced skills in Microsoft Word, PowerPoint, Outlook, and Excel
  • Excellent verbal and written communication skills, complemented by a good sense of humor
  • Proven capability to work independently and meet deadlines
  • Exceptional telephone communication skills
  • Commitment to providing exemplary client service

Key Responsibilities:

  • Support the Marketing Director in executing marketing strategies
  • Coordinate various client events, including supply ordering and promotional material creation
  • Follow up with participants from client events and seminars
  • Greet clients and manage phone communications in a friendly and professional manner
  • Accurately document notes from client interactions
  • Maintain and update the client and prospect database
  • Ensure the office environment is organized and well-maintained
  • Prioritize daily tasks to enhance time management
  • Provide general support across various roles as needed