Client Experience & Marketing Events Manager

Parallel Financial; South Carolina; On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision

401(k) with match

Paid time off

Wellness resources

Work-life balance schedule

Job summary

Parallel Financial is seeking a versatile professional who blends client service with marketing and events. This 50/50 role balances relationship-building with planning client appreciation events, social media, content, and campaigns.

You will engage clients across phone, email, and in person; coordinate visits; prepare materials; and support advisors. The position requires strong organization, warm communication, and familiarity with CRM systems and Microsoft 365.

Qualifications

• 3–5 years in client service with exposure to marketing or events.
• Warm, responsive and client-focused.
• Organized and detail-oriented; strong communication.
• Proficient with Microsoft 365 and CRM systems.
• Financial services experience is a plus but not required.

Responsibilities

• Serve as primary contact for clients across phone, email, and in-person.
• Coordinate client visits, prep meeting materials, manage paperwork.
• Facilitate communication between clients, advisors and custodians.
• Plan client appreciation events, seminars, and webinars.
• Manage social media, create content, support campaigns, track metrics.

Skills

Client service

Marketing

Event planning

CRM systems

Microsoft 365

Social media

Communication

Education

Bachelor's degree preferred

Tools

CRM software

Content management

Job description

Parallel Financial is seeking a versatile professional who blends client service with marketing and events. This 50/50 role balances relationship-building with planning client appreciation events, social media, content, and campaigns.

You will engage clients across phone, email, and in person; coordinate visits; prepare materials; and support advisors. The position requires strong organization, warm communication, and familiarity with CRM systems and Microsoft 365.