Experience Coordinator

Marshall Area Chamber of Commerce; Marshall, Northern (MN, KY); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k)

Health insurance

Vision insurance

Health Reimbursement Account

Job summary

Investors Choice Financial Services in Marshall, MN, is seeking an Experience Coordinator to ensure an exceptional office experience for clients, team members and visitors.

The role supports operations across investments, insurance and financial planning, with responsibilities that include database management, client-response processes and education/communication initiatives across print, radio, web and social media.

Qualifications

• Experience maintaining multiple databases with accuracy.
• Ability to implement timely client-response systems.
• Experience developing education and communication plans across media.

Responsibilities

• Maintain and monitor multiple databases for accuracy.
• Implement timely client-response systems.
• Develop and execute an education and communication plan across print, radio, web and social media.
• Support processes for individual clients and employer groups.

Skills

Database management

Client relations

Communication planning

Job description

Position Summary : Looking for a position that makes a meaningful impact every day? We are adding an Experience Coordinator to our Marshall location due to an internal promotion. This role is responsible for ensuring that the overall office experience consistently meets a high standard of satisfaction for clients, team members and visitors.

The Experience Coordinator plays a central role in ensuring that every client, team member and visitor has a consistently high-quality experience in our offices. This position supports the overall operations of a local, family-owned independent financial planning firm and will be involved in a wide range of activities related to investments, insurance products, and financial planning services.

Key responsibilities include maintaining and monitoring multiple databases for accuracy, implementing timely client-response systems, and developing and executing an education and communication plan across print, radio, web, and social media platforms. The coordinator will also support processes for both individual clients and employer groups, creating a fast learning curve and a dynamic work environment.

Investors Choice Financial Services has served the Slayton and Marshall communities for over 25 years. Successful applicants will complete a credit history and criminal background check. Compensation is based on experience and demonstrated work ethic. A full benefits package is offered, including 401(k), health/vision insurance, Health Reimbursement Account, and more. This role offers opportunities for advancement, including insurance and securities licensing. This is not a sales position and is not suitable for remote work.