Client Services and Marketing Specialist
4 weeks ago
Why You Want to Work Here:
We’re a small financial services firm that specializes in retirement planning. We offer a relaxed environment with ample opportunity to grow and learn. With us, your work matters, and you’ll be able to make a huge impact on a small team. This role is perfect for someone who is passionate about growth, enjoys diving into new projects, thrives on both face-to-face and virtual interactions, and is never hesitant to pick up the phone to ensure clients feel valued and supported.
Responsibilities of the Client Service and Marketing Strategist:
- Develop and implement comprehensive marketing and client service strategies to increase the firm's visibility and deepen client engagement.
- Coordinate and enhance client-facing activities, including scheduling meetings, organizing speaking engagements, and facilitating webinars.
- Assist in the production of client-focused content, including marketing materials, videos, and podcasts, that underscores the firm’s value proposition.
- Oversee the firm's online presence, ensuring website content is current, engaging, and client-centric.
- Collaborate with the team to refine and implement actionable plans for client service improvement and marketing initiatives.
- Ensure consistent, effective communication across all client touchpoints, maintaining the firm’s standards for excellence in customer service.
Qualifications of the Client Service and Marketing Strategist:
- Proven experience in marketing, client service, or a related field.
- Exceptional communication skills, both verbal and written.
- Strong understanding of marketing strategies, digital marketing, and social media engagement.
- Ability to work collaboratively in a team environment and independently as a self-starter.
- High level of empathy, adaptability, and the ability to connect meaningfully with clients.
- Exceptional organizational skills and attention to detail.
- Demonstrated ability to prioritize tasks and projects with a strong follow-through.
- Conscientious, responsible, and committed to enhancing client satisfaction and loyalty.
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