Client Engagement Coordinator – Client Experience, Events & Marketing

Pinnacle Retirement Advisors; Ocala (FL); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

Up to $1,000 quarterly bonuses

401(k) employer match 5%

Health insurance contribution $400/mo

PTO 120 hours/year

Six paid holidays

Job summary

Pinnacle Retirement Advisors is seeking a Client Engagement Coordinator to enhance the onboarding and ongoing client experience. You will coordinate events, manage communications, and ensure every client feels welcomed and informed throughout their relationship with the firm.

This in-office role requires strong organization, proactive communication, and the ability to handle multiple projects with attention to detail. Hospitality, marketing, or high-touch service backgrounds fit well.

Qualifications

• Experience in high-touch client service environments preferred or helpful.
• ],
• job_responsibilities_description=[

Responsibilities

• Create and manage a social media content calendar for client engagement.
• Develop posts, photos, short videos, graphics and other engaging content.
• Promote firm events and educational opportunities.
• Coordinate newsletters, emails, invitations and other client communications.
• Manage our automated email marketing and communication system.
• Maintain a consistent voice and brand across communications.
• Track engagement and identify content with strongest response.

Skills

Client service

Event planning

Organization

Communication

Attention to detail

Initiative

Multitasking

Writing

Tech savvy

Confidentiality

Job description

What You'll Do: Be the Concierge for Our New Clients

Pinnacle Retirement Advisors is looking for a warm, highly organized and proactiveClient Engagement Coordinatorto help us create an exceptional experience for our clients.

This isn't a traditional administrative position.

We're looking for someone who enjoys making people feel welcomed and cared for, loves organizing events, communicates well, notices details others might miss, and takes ownership without needing to be reminded.

You'll play an important role in how new clients experience our firm, how we stay connected with existing clients, and how Pinnacle presents itself in our community.

When someone becomes a client, we don't want them wondering what happens next.

You'll help guide new clients through the onboarding experience from beginning to end.

You'll:

• Welcome new clients to the firm.


• Serve as a consistent point of contact throughout onboarding.


• Help clients understand what is happening and what comes next.


• Coordinate appointments, paperwork and internal follow-up with our team.


• Proactively communicate updates so clients don't have to chase us for answers.


• Help create a thoughtful and memorable welcome experience.

Our goal is simple:every new client should feel like someone is personally walking alongside them.

You'll help bring our firm and clients together throughout the year by planning and coordinating:

• Educational events and workshops


• Marketing events


• Community and firm activities

You'll coordinate venues, vendors, invitations, registrations, catering, materials, reminders, timelines and follow-up to make sure the details come together.

Own Our Social Media & Client Communications

You'll help tell the story of our firm and keep us connected with clients and our community.

Responsibilities include:

• Creating and managing our social media content calendar.


• Developing posts, photos, short videos, graphics and other engaging content.


• Promoting firm events and educational opportunities.


• Coordinating newsletters, emails, invitations and other client communications.


• Managing our automated email marketing and communication system.


• Helping maintain a consistent voice and brand across our communications.


• Tracking engagement and identifying which content is generating the strongest response.

All financial-services marketing and social-media content will follow the firm's established compliance review and approval procedures.

Help Us Create an Exceptional Client Experience

You'll also look for opportunities to make our clients feel appreciated throughout the year.

We want someone who doesn't simply complete a checklist. We want someone who thinks:

"What can I do to make this experience better for the client?"

Who We're Looking For:

You may be a great fit if you:

• Genuinely enjoy working with and helping people.


• Are exceptionally organized and detail-oriented.


• Communicate warmly and professionally.


• Take initiative rather than waiting to be told what to do.


• Can manage multiple projects and deadlines without letting details fall through the cracks.


• Enjoy planning events.


• Write clearly and professionally.


• Are comfortable learning new technology and software.


• Work well as part of a small, collaborative team.


• Understand the importance of confidentiality and professionalism.

Experience in financial services is helpful,but it isn't required. Experience in hospitality, event planning, marketing, professional services, medical/dental offices, executive administration or other high-touch client-service environments may also translate very well to this position.

Schedule:

This is anin-office position at our Ocala officeand requires availability during our regular office schedule.

The position may workup to 38 hours per week.

Because this is a client-facing position on a small team, consistent availability during our regular working hours is an important requirement of the role.

Hourly compensation: $24–$26/hour, depending on experience and qualifications.

Eligible employees may also receive:

• Up to$1,000 per quarterin discretionary performance bonuses based on individual KPI achievement and firm performance.


• 5% 401(k) employer match, subject to plan terms and eligibility.


• $400 per month employer contribution toward health insurance premiums, subject to eligibility.


• PTO accruing immediately, up to10 hours per month / 120 hours annually, subject to firm policy.


• Six paid major holidays, as identified in the firm's Office Manual.


• Additional employee referral compensation opportunities, subject to firm policy and eligibility.

What Success Looks Like:

You'll know you're succeeding when:

• New clients always know what's happening and what comes next.


• Clients feel welcomed, appreciated and well cared for.


• Events are organized, polished and well executed.


• Our social-media presence is active, engaging and consistent.


• Client communications go out accurately and on schedule.


• Follow-up items don't fall through the cracks.


• You're identifying what needs to happen before someone has to ask you.

If you're someone who loves taking care of people, enjoys creating memorable experiences, and takes pride in getting the details right, we'd love to hear from you.