Client Experience & Marketing Coordinator — In Person

Jambalaya Group; Folsom (CA); Presencial; USD 36.000 - 44.000; Jornada completa

Descripción de la vacante

Arete Wealth Planning in Folsom, CA is seeking a Client Service & Marketing Specialist to blend client experience, marketing, events, and relationship management. You will engage clients, coordinate programs, and help maintain a welcoming office environment.

The role emphasizes initiative, communication, and data-driven organization, with a focus on creating exceptional client experiences. In-person, full-time, $26–$32/hour.

Formación

• Bachelor's degree required in marketing, communications, business, or 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 work full-time in our Folsom office.
• Experience in marketing, client service or professional services preferred.
• CRM experience, reporting, or dashboard creation preferred.
• Experience managing social media or digital content preferred.
• Proficiency with Microsoft Office (Excel, Outlook, Word) preferred.
• Familiarity with Canva or similar content creation tools preferred.

Responsabilidades

• Serve as a welcoming first point of contact for clients, visitors, and incoming calls.
• Create a warm, professional, and memorable client experience.
• Coordinate client appreciation initiatives, gifts, and recognition programs.
• Identify opportunities to strengthen client relationships through outreach and engagement.
• Maintain accurate client information and assist with client segmentation.
• Coordinate and maintain a consistent social media presence using approved content.
• Assist with marketing campaigns, communications, and client engagement initiatives.
• Research, order, and manage branded promotional materials and client gifts.
• Bring creative ideas to enhance client communication and engagement.
• Assist with planning and executing client appreciation events and educational gatherings.
• Coordinate event logistics, invitations, RSVPs, vendors, and follow-up communications.
• Utilize CRM to organize information, track activities, and support client engagement.

Conocimientos

Communication skills

Organizational skills

Tech-savvy

Multitasking

Proactive mindset

Team collaboration

Educación

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

Herramientas

CRM software

Microsoft Excel

Canva

Outlook

Word

Descripción del empleo

Arete Wealth Planning in Folsom, CA is seeking a Client Service & Marketing Specialist to blend client experience, marketing, events, and relationship management. You will engage clients, coordinate programs, and help maintain a welcoming office environment.

The role emphasizes initiative, communication, and data-driven organization, with a focus on creating exceptional client experiences. In-person, full-time, $26–$32/hour.