Director Of First Impressions

Spectrum Advisors, Inc.; Plano (TX); On-site; USD 40,000 - 50,000; Full time

Job summary

Spectrum Advisors, Inc. is seeking a Director of First Impressions, Client Experience & Marketing Coordinator to set the tone with every client and prospect. You will own the client experience, assist with marketing initiatives, and help plan events to create memorable moments.

The role combines front desk duties with marketing support, social media management, and process improvement to deliver exceptional service and brand consistency.

Qualifications

• Experience in client service or customer experience roles.
• Front office or marketing support experience.
• Interest in marketing, events, hospitality and client engagement.

Responsibilities

• Be the first point of contact: calls, walk-ins, events, and written communications.
• Take ownership of social media channels—creating, posting, and innovating new ideas to drive brand awareness and engagement.
• Collaborate on event planning and referral programs, creating “wow” moments for clients.
• Innovate, execute, and track new promotions and client engagement strategies.
• Champion follow-up, cultivating and nurturing client relationships at every stage.
• Use technology to improve communication, marketing, workflows, and reporting.

Job description

Director of First Impressions, Client Experience & Marketing Coordinator

About The Position

As our Director of First Impressions, Client Experience & Marketing Coordinator, you’re more than a “front desk.” You set the tone for every client and prospect. You are the voice, the smile, and often the name clients remember — and the one who makes them feel known, cared for, and confident.

What You’ll Do

• Be the first point of contact: calls, walk-ins, events, and written communications.
• Take full ownership of our social media channels—creating, posting, and innovating new ideas to drive brand awareness and engagement.
• Collaborate on event planning and referral programs, always looking for ways to create “wow” moments for our clients.
• Innovate, execute, and track new promotions and client engagement strategies.
• Champion follow-up, cultivating and nurturing client relationships at every stage.
• Use technology to improve communication, marketing, workflows, and reporting—helping our team work smarter and deliver on our promise.

Who Thrives Here

You’ll love working with us if you:

• Are a genuine “people person” who thrives on making others feel welcome and valued.
• Bring energy, positivity, and a contagious “can-do” attitude to every interaction.
• Have a strong service mindset—going the extra mile for others is your default.
• Communicate clearly, warmly, and professionally.
• Are organized, dependable, and attentive to details.
• Enjoy marketing, events, hospitality, and all things client engagement.
• Love learning and using new technology to be more effective—if you don’t know a tool yet, you’re eager to master it.
• Are an autonomous, self-driven learner who takes initiative, adapts quickly, and loves efficiency.
• Share our core values: integrity, service, excellence, and a great attitude.

Dealbreaker: If you aren’t tech savvy and eager to learn new tools (like Canva, scheduling platforms, or using AI to streamline social media), this isn’t the right environment for you.

Key Metrics & Outcomes

Your performance will be measured by your ability to:

• Drive event attendance with creative outreach and follow-up.
• Innovate and execute new, effective promotions (especially via social media).
• Cultivate and nurture an exceptional customer experience—measured through feedback, reviews, and client retention.
• Own and elevate our social media presence and impact.

Your performance will be measured by your ability to:

• Client service, hospitality, or customer experience roles
• Front office, administrative, or marketing support
• Experience in a professional office (financial services not required—we’ll teach you what you need to know!)

Why Join Spectrum Advisors

• Be part of a faith-based, purpose-driven, caring, and innovative team.
• Help shape a client experience that stands out in the industry.
• Opportunities for growth, leadership, and professional development.
• Make a memorable impact on clients’ lives—and your own.