Responsibilities

• Primary Advisory Contact: Manage a high-tier book of financial advisor clients, building long-term relationships through personalized guidance, goal-tracking, and proactive outreach via phone, video, and email.
• Campaign Execution: Share, review, and execute monthly multi-channel content calendars (email, social, blog) within the FMG platform, incorporating client feedback.
• Strategic Growth: Partner with clients to brainstorm strategies that target new prospects, re-engage inactive leads, and maximize dashboard tools like audience segmentation.
• Tech Adoption: Learn and implement new AI-powered platform features quickly as they roll out.
• Administration: Keep meticulous records of client interactions, inquiries, and campaign data, while flagging trends or issues early.
• Teamwork: Assist with calendar execution and support tickets, managing your workload proactively and communicating when help is needed.
• Concierge Service Delivery: Provide exceptional customer care and service to your book of business.

Requirements

• 3+ years of experience in a client-facing or account management role
• Demonstrated understanding of email marketing, social media, and content strategy.
• Demonstrated ability to meet service KPIs.
• Excellent written, verbal, and visual communication skills
• Strong sense of customer care and putting customers first
• Ability to work as part of a team
• Openness to feedback
• Ability to manage a high-volume book of business with organization and consistency.
• Ability to apply critical thinking to challenging situations
• Ability to overcome difficult conversations

Preferred

• Financial industry experience is a plus.

Benefits

• Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.
• Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
• Medical with $0 co-pay Telehealth plan
• Dental
• Vision
• Health Savings Account (HSA) with generous employer contributions
• Flexible Spending Accounts (FSA)
• Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
• Company-paid Short & Long Term Disability coverage
• Company-paid Employee Assistance Program (EAP)