Client Experience & Growth Marketing Specialist

Ameriprise Financial Services, LLC; Folsom (CA); Presencial; USD 36.000 - 44.000; Jornada completa

Descripción de la vacante

Arete Wealth Planning in Folsom, CA, is seeking a dynamic Client Service & Marketing Specialist to join our team. This role combines client service, marketing, events, and relationship management in a collaborative, results-oriented environment.

You will welcome clients, coordinate events and campaigns, manage CRM data, and help craft engaging communications. A proactive, organized individual with strong people skills will excel here.

Formación

• Bachelor’s degree in marketing, communications, business, or a related field.
• Excellent written and verbal communication skills.
• 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.
• Proactive mindset with a willingness to learn and take initiative.
• Ability to work full-time in our Folsom office.

Responsabilidades

• Serve as the welcoming first point of contact for clients, visitors, and calls.
• Coordinate client appreciation initiatives and recognition programs.
• Maintain accurate client information and assist with segmentation.
• Coordinate and maintain a consistent social media presence.
• Assist with marketing campaigns, communications, and client engagement.
• Plan and execute client appreciation events and educational gatherings.
• Utilize CRM to organize information and track activities.

Conocimientos

Communication skills

Outgoing personality

Organizational skills

Tech-savvy

CRM familiarity

MS Office proficiency

Educación

Bachelor’s degree in marketing, communications, business, or related field

Herramientas

CRM software

Canva

Descripción del empleo

Arete Wealth Planning in Folsom, CA, is seeking a dynamic Client Service & Marketing Specialist to join our team. This role combines client service, marketing, events, and relationship management in a collaborative, results-oriented environment.

You will welcome clients, coordinate events and campaigns, manage CRM data, and help craft engaging communications. A proactive, organized individual with strong people skills will excel here.