Client Service and Marketing Specialist

Responsibilities

• Serve as a welcoming first point of contact for clients, visitors, and incoming calls.
• Help create a warm, professional, and memorable experience for every client.
• Coordinate client appreciation initiatives, personalized gifts, and recognition programs.
• Identify opportunities to strengthen client relationships through thoughtful outreach and engagement.
• Maintain accurate client information and assist with client segmentation initiatives.
• Coordinate and maintain a consistent social media presence using approved content and marketing resources.
• Create and schedule engaging social media posts in accordance with financial services compliance requirements.
• Assist with marketing campaigns, communications, and client engagement initiatives.
• Research, order, and manage branded promotional materials and client gifts.
• Bring creative ideas to the team to enhance client communication and engagement.

Requirements

• Bachelor's degree, preferably in marketing, communications, business, or a related field.
• Excellent written and verbal communication skills.
• A friendly, outgoing, and professional personality.
• Strong organizational skills and attention to detail.
• Comfort working with technology, spreadsheets, and digital platforms.
• Ability to manage multiple responsibilities and work independently.
• A proactive mindset with a willingness to learn and take initiative.
• Ability to work full-time in our Folsom office.

Preferred

• Experience in marketing, client service, banking, or another professional service environment.
• Familiarity with CRM software, reporting, or dashboard creation.
• Experience managing social media accounts or creating digital content.
• Experience coordinating events, client appreciation programs, or marketing initiatives.
• Proficiency with Microsoft Office, particularly Excel, Outlook, and Word.
• Familiarity with Canva or similar content creation tools.
• Recent college graduates with relevant education, internships, or demonstrated skills are encouraged to apply.

Benefits

• Meaningful Work: Help create experiences that strengthen long-term client relationships.
• Variety: Enjoy a position that combines client service, marketing, events, and analytical responsibilities.
• Collaborative Environment: Work closely with a small, established team where your contributions are valued.
• Professional Development: Build valuable skills in client relationship management, marketing, and financial services.
• Opportunity for Ownership: Take responsibility for important initiatives and help shape the practice's client experience.