Client Relationship & Marketing Coordinator
Core
Coordinate client relationships, plan events, manage marketing communications, and maintain CRM systems for a financial planning practice.
Role type
Client Relationship & Marketing Coordinator
Builds
Client experience, marketing campaigns, events, and CRM dashboards
Domain
Financial Services / Marketing & Client Success
Deliverable
product features
Required skills
Event planning, Email marketing, CRM management, Data analysis, Vendor coordination, Content creation
Responsibilities
Build client relationships, Plan and execute client events, Manage email campaigns and social media, Maintain Salesforce CRM and dashboards, Track new business opportunities, Coordinate marketing materials and vendors