Client Experience & Marketing Coordinator

Ameriprise Financial Services, LLC; Carmel (IN); On-site; USD 30,000 - 40,000; Full time

Job summary

Ameriprise Financial Franchise owner is seeking a Client Relationship & Marketing Coordinator. This hands-on role supports client experiences, events, communications and systems that help the practice grow. You will work across events, newsletters, website and social media while leveraging marketing technology and CRM.

You’ll join a small, collaborative team focusing on client care, data-driven insights and cross-functional activity to drive growth and service excellence.

Qualifications

• Strong relationship-building and client-service mindset.
• Experience coordinating marketing activities and events.
• Comfortable working across email, events, social media and reporting.

Responsibilities

• Build relationships with clients and coordinate thoughtful touches.
• Plan and coordinate client appreciation and educational events.
• Lead client email communications and campaigns; support marketing plan.
• Support Salesforce CRM, dashboards and marketing tech use.
• Track goals, opportunities and report trends to leadership.
• Coordinate marketing materials and vendor coordination.

Skills

Relationship building

Organized

Ownership of work

Cross-functional collaboration

Adaptability across multiple channels

Tools

Salesforce CRM

Job description

Ameriprise Financial Franchise owner is seeking a Client Relationship & Marketing Coordinator. This hands-on role supports client experiences, events, communications and systems that help the practice grow. You will work across events, newsletters, website and social media while leveraging marketing technology and CRM.

You’ll join a small, collaborative team focusing on client care, data-driven insights and cross-functional activity to drive growth and service excellence.