COMPENSATION: $75,000–$85,000 (depending on experience) + bonus and benefits

Overview:

Our client is a growing, relationship-driven wealth management firm seeking a Client Experience & Marketing Associate to play a central role in supporting client relationships, firm operations, and marketing initiatives. This administrative position offers the opportunity to work closely with firm leadership while helping deliver an exceptional client experience and supporting the continued growth of the business. The ideal candidate is highly organized, proactive, detail-oriented, and enjoys owning processes from start to finish. This individual will serve as a key partner to leadership, helping ensure clients feel cared for, projects stay on track, and marketing initiatives are executed effectively.

Key Responsibilities:

Client Experience & Relationship Management:

• Own and execute the firm’s client touch plan and annual review process
• Schedule annual reviews, client check-ins, and ongoing client meetings
• Coordinate meeting logistics, confirmations, reminders, and follow-up activities
• Deliver exceptional client communication and service throughout the client lifecycle
• Track and manage referral opportunities and follow-up processes
• Support client onboarding and ongoing client engagement initiatives

CRM Management & Sales Process Support:

• Serve as the primary owner of CRM data integrity and workflow management
• Maintain accurate client and prospect records
• Monitor activity throughout the client and prospect lifecycle
• Create and manage tasks, workflows, and follow-up processes
• Identify opportunities to improve operational efficiency and enhance the client experience
• Support advisor business development efforts through strong process management and execution

Executive Support & Project Management:

• Manage calendars, scheduling, and coordination for leadership
• Coordinate internal meetings and project timelines
• Track action items and ensure accountability across initiatives
• Help prioritize competing deadlines and projects
• Support operational improvements and firm-wide initiatives
• Assist leadership with special projects and strategic priorities

Marketing & Content Support:

• Assist with social media planning, content creation, and execution
• Create and update client-facing presentations and PowerPoint materials
• Utilize AI and technology tools to enhance marketing content and workflows
• Support client events, educational seminars, and appreciation events
• Coordinate marketing campaigns and client communications
• Assist with branding, engagement initiatives, and ongoing marketing efforts

Qualifications:

• 3+ years of experience in executive support, client service, marketing coordination, project management, operations, or a related role
• Experience within wealth management, financial services, professional services, consulting, or another client-centric industry preferred
• Strong CRM experience with an emphasis on data management and workflow execution
• Exceptional organizational and project management skills
• Advanced PowerPoint and presentation development capabilities
• Comfortable leveraging AI tools and technology platforms
• Ability to work independently and anticipate needs with minimal supervision
• Excellent written and verbal communication skills
• Strong attention to detail and follow-through