Client Experience & Marketing Coordinator (Part-Time)

FOCUS Community Development Corporation; Elmvale; On-site; CAD 28,000 - 36,000; Part time

Job summary

ClearView Financial Solutions in Elmvale, Ontario, is seeking a part-time Client & Marketing Relations Coordinator to support client relations, front office duties, and marketing initiatives. The role requires a tech-savvy, personable individual who thrives in a busy environment and helps grow the business.

The position offers 18 hours weekly with a wage of $23.00 per hour and a focus on coordinating client communications, marketing campaigns, and data management while assisting advisors with

Qualifications

• Excellent verbal and written communication skills.
• Strong phone etiquette and customer service abilities.
• Organized with excellent time-management and multitasking.
• Experience with marketing, social media and content creation.
• Adobe Express and Photoshop experience is a major asset.
• Experience with Microsoft Dynamics 365 is a major asset.

Responsibilities

• Welcome and assist clients in person and by phone.
• Manage calls, emails, and appointment scheduling.
• Maintain accurate client records and documentation.
• Follow up with prospective and existing clients.
• Provide exceptional customer service and support.
• Coordinate meetings, paperwork, and administrative tasks.
• Assist advisors with day-to-day office operations.
• Create and manage marketing campaigns across various platforms.
• Design marketing materials and promotional content.
• Update website content and social media channels.
• Conduct client outreach and follow-up calls.
• Support lead generation and referral initiatives.
• Assist with community events, seminars, and client appreciation activities.
• Monitor marketing performance and suggest improvements.

Skills

Client relations

Customer service

Organization

Time management

Multitasking

Marketing

Social media

Content creation

Communication skills

Professional presentation

Tools

Microsoft Dynamics 365

Adobe Express

Adobe Photoshop

Microsoft Office (Outlook/Word/Excel/PowerPoint)

Job description

ClearView Financial Solutions in Elmvale, Ontario, is seeking a part-time Client & Marketing Relations Coordinator to support client relations, front office duties, and marketing initiatives. The role requires a tech-savvy, personable individual who thrives in a busy environment and helps grow the business.

The position offers 18 hours weekly with a wage of $23.00 per hour and a focus on coordinating client communications, marketing campaigns, and data management while assisting advisors with