Client Experience & Growth Marketing Coordinator

ameriprise; Carmel (IN); On-site; USD 30,000 - 40,000; Full time

Job summary

Ameriprise Financial is seeking a Client Relationship & Marketing Coordinator for a small, established practice. You will nurture client relationships, coordinate events, manage communications, and support marketing efforts using Salesforce and other tools.

This hands-on role blends client care, technology, and team collaboration to help grow the practice while delivering exceptional client experiences.

Qualifications

• Experience coordinating client communications and events.
• Experience with marketing tools/CRM is a plus.
• Strong attention to detail and organizational skills.

Responsibilities

• Build relationships with clients and coordinate thoughtful touches that enhance their experience with our practice.
• Plan and coordinate client appreciation and educational events from start to finish.
• Lead client email communications, including newsletters and event invitations.
• Assist with executing the annual marketing plan and maintaining website and social media presence.
• Serve as a resource for Salesforce CRM, dashboards and marketing tech, helping the team use these tools effectively.
• Track annual goals, prospective clients and new-business opportunities; report updates to leadership.
• Review reports, identify trends, and suggest next steps to leadership.
• Coordinate marketing materials and outside vendors; take ideas and see them through to completion.

Job description

Ameriprise Financial is seeking a Client Relationship & Marketing Coordinator for a small, established practice. You will nurture client relationships, coordinate events, manage communications, and support marketing efforts using Salesforce and other tools.

This hands-on role blends client care, technology, and team collaboration to help grow the practice while delivering exceptional client experiences.