Marketing & Client Experience Coordinator

Oxford Advisory Group; Jacksonville (FL); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical and dental benefits

Professional development opportunities

Job summary

Oxford Advisory Group in Jacksonville, FL is seeking a Marketing & Client Experience Coordinator to support marketing initiatives, educational events, client communications, and onboarding processes for our growing retirement and wealth planning practice.

The ideal candidate is organized, detail-oriented, comfortable with AI tools and technology, and able to manage multiple priorities while delivering professional client service.

Qualifications

• Excellent verbal and written communication skills.
• Strong organization, time management and attention to detail.
• Professional, confident working directly with clients.
• Experience in marketing, client service, events, or financial services preferred.

Responsibilities

• Coordinate educational seminars and client events from planning through execution.
• Manage registrations, attendee communications, vendors, and materials.
• Assist with creating and distributing marketing materials and client communications.
• Support digital and traditional marketing initiatives.
• Maintain marketing databases and CRM records.
• Provide onboarding support and client communications.

Skills

Verbal communication

Written communication

Organization

Time management

Attention to detail

Professional demeanor

Client service

Multitasking

Tools

Microsoft Office

CRM software

AI tools

Job description

Oxford Advisory Group is a growing retirement and wealth planning firm dedicated to helping individuals and families navigate their financial future with confidence. Our team is committed to delivering exceptional client experiences through personalized service, educational events, and strategic financial guidance.

We are seeking a highly organized, detail-oriented Marketing & Client Experience Coordinator to join our Jacksonville office. This role combines marketing and event coordination with hands-on client onboarding and administrative support.

Position Overview

The Marketing & Client Experience Coordinator will support the firm's marketing initiatives, educational events, client communications, and onboarding process. This individual will work closely with advisors and leadership while serving as a professional point of contact for clients and prospects.

The ideal candidate is proactive, personable, technologically comfortable, and capable of managing multiple priorities with a high level of accuracy and professionalism.

Key Responsibilities

Marketing & Events

• Coordinate educational seminars and client events from planning through execution
• Manage registrations, attendee communications, vendors, event materials, and follow-up
• Assist with creating and distributing marketing materials, presentations, and client communications
• Support digital and traditional marketing initiatives
• Maintain marketing databases and CRM records
• Attend seminars and events as needed to provide on-site support

Client Onboarding & Support

• Assist with face-to-face onboarding of new clients
• Guide clients through required paperwork, signatures, and document collection
• Follow up on missing documentation and outstanding onboarding requirements
• Assist clients with electronic signature and digital documentation platforms
• Maintain accurate client records and coordinate with advisors to ensure onboarding is completed efficiently
• Provide professional communication to clients and prospects

AI & Technology

• Utilize approved AI tools to assist with marketing, communications, administrative tasks, and internal vetting processes
• Review AI-assisted work for accuracy, professionalism, and quality
• Use CRM, electronic signature, Microsoft Office, and other technology platforms to improve workflow efficiency
• Adapt to new AI and technology tools as the firm's processes continue to evolve

Qualifications

• Excellent verbal and written communication skills
• Strong organization, time management, and attention to detail
• Professional and confident working directly with clients
• Ability to manage multiple projects and priorities independently
• Proficiency with Microsoft Office
• Comfortable learning and utilizing AI tools and business technology
• Marketing, communications, client service, event coordination, or financial services experience preferred
• Salary: $50,000 to $60,000
• Medical and dental benefits
• Professional development opportunities
• Collaborative, growth-oriented work environment

Schedule

Full-time, 40 hours per week, primarily Monday through Friday. Occasional evening availability is required for seminars and client events.

Oxford Advisory Group is seeking a long-term team member who enjoys working with people, embraces technology, and can contribute to both the firm's marketing efforts and the client experience.