Client Experience & Marketing Coordinator

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

Job summary

Ameriprise Financial Services, LLC in Carmel, Indiana is seeking a Client Relationship & Marketing Coordinator to join a small, established financial planning practice. You will build client relationships, coordinate appreciation events, and lead communications across newsletters, invitations, and campaigns.

You will manage Salesforce CRM, dashboards, and marketing tools, track goals and opportunities, and coordinate print and digital materials with vendors.

Qualifications

• Genuinely enjoy getting to know people and building long-term relationships.
• Are organized, dependable and naturally attentive to details.
• Like having ownership of your work and making sure things get done.
• Comfortable moving between client interaction, event planning, technology, reporting and marketing activities.
• Enjoy learning systems and often become the person others turn to when they need help figuring something out.

Responsibilities

• Build relationships with clients and coordinate the thoughtful touches that make their experience with our practice special.
• Plan and coordinate client appreciation and educational events from beginning to end.
• Lead client email communications, including newsletters, event invitations and other campaigns. Help execute our annual marketing plan and maintain our website and social media presence.
• Serve as a key resource for Salesforce CRM, dashboards and other marketing technology, helping the team use these systems effectively.
• Track annual goals, prospective clients and new-business opportunities and provide meaningful updates to leadership. Review reports and results, recognize trends and help identify appropriate next steps.
• Coordinate marketing materials, promotional items and outside vendors.
• Take ideas, figure out how to make them happen and follow them through to completion.

Job description

Ameriprise Financial Services, LLC in Carmel, Indiana is seeking a Client Relationship & Marketing Coordinator to join a small, established financial planning practice. You will build client relationships, coordinate appreciation events, and lead communications across newsletters, invitations, and campaigns.

You will manage Salesforce CRM, dashboards, and marketing tools, track goals and opportunities, and coordinate print and digital materials with vendors.