Responsibilities

• Support Event team with logistical planning, attendee confirmation and event day operations.
• Support Client Experience efforts by assisting with planning & executing gifts and other deliverables throughout the client life cycle.
• Assist Marketing team to produce creative assets such as event invitations, presentation pieces, and follow-up communications.
• Participate in systematic follow-up sequences to nurture incoming prospect relationships.
• Review data for incoming prospects to ensure complete & accurate reporting.
• Maintain a consistent brand identity and voice for communications.
• Partner with the Client Service team to provide exceptional experience for clients and prospects throughout their entire engagement with our firm.
• Assist with inbound and outbound communication via text & telephone.
• Facilitating a professional, welcoming atmosphere for in-person and digital meetings between our advisors and clients or prospects.

Requirements

• 2+ years of experience in a customer service, marketing, or digital marketing field.
• Bachelor’s degree in a business or marketing field preferred.

Benefits

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance