Client Service & Marketing 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

Do you love building relationships with clients and have a knack for marketing and events?

At Parallel Financial, this isn't a choose-one role — we're looking for someone who genuinely enjoys both sides of the work and thrives when no two days look exactly the same.

We're a fee-only, fiduciary RIA backed by Fiduciary Alliance — a $1.5 billion regional platform built on one principle: clients' best interests, always. We're growing, and we need a sharp, organized, people-first professional to help us deliver an exceptional client experience while supporting our marketing and event efforts.

What this role actually is:

This is a true 50/50 position. Half your time is client-facing — building relationships, coordinating client activity, and ensuring every interaction reflects our standards. The other half is marketing and events — planning client appreciation events, managing social media, creating content, and supporting campaigns. If you love variety and want your work to matter, you'll fit right in here.

What you'll do — client service side:

• Serve as a primary point of contact for clients across phone, email, and in-person interactions
• Coordinate client visits, prepare meeting materials, and manage client paperwork with precision
• Facilitate communication between clients, advisors, and custodians
• Identify and resolve client issues promptly, always with a solutions-first mindset
• Collaborate with advisors to enhance client engagement and satisfaction

What you'll do — marketing side:

• Plan and execute client appreciation events, seminars, and webinars end-to-end
• Manage social media platforms and create engaging content that reflects our brand
• Support email marketing campaigns and evaluate their effectiveness
• Help maintain our website and assist with developing marketing initiatives
• Track and report on marketing performance metrics

What we're looking for:

• 3–5 years of experience in client service, with some exposure to marketing or events
• A natural with people — warm, responsive, and genuinely client-focused
• Organized and detail-oriented — you don't let things fall through the cracks
• Comfortable with Microsoft 365, CRM systems, and social media platforms
• Adaptable and reliable — you handle shifting priorities without losing your cool
• Bachelor's degree preferred but not required
• Financial services experience is a plus, not a requirement

Our culture — five values we actually live by:

Deliver Legendary Client Service

Do the little things and the big things that make the difference. Go above and beyond. Create experiences clients tell others about.

Be a Fanatic About Response Time

Rapid response is one of the easiest ways to stand out. We take it seriously — and we expect you to as well.

Listen to Learn

Be present and engaged. Listen with care and empathy — and most importantly to understand.

Be Process Oriented

Create processes for every aspect of your work and turn those processes into habits that achieve consistent results.

Own Your Actions

Be personally accountable for your decisions and results. When mistakes happen — and they will — own them, learn from them, and grow beyond them.

What we offer:

• $50k-65k base salary (depending on experience) with total compensation package of ~$75k
• Medical, dental, and vision coverage
• 401(k) with match and profit sharing
• 3 weeks paid time off plus paid holidays
• Wellness resources and voluntary benefit options
• Monday–Friday 9am–4pm schedule — real work-life balance
• A genuine growth path for the right person

Parallel Financial is an equal opportunity employer. We value diversity and are committed to an inclusive workplace.