Client Relationship & Marketing Coordinator

Ameriprise Financial Services, LLC • Carmel, IN

22d • $30,000 - $40,000

About The Position

This is a hands-on position in a small, established financial planning practice and is with an Ameriprise Financial franchise owner. The coordinator helps create an exceptional client experience while coordinating the marketing activities, events, communications, and systems that support client relationships and practice growth. The role involves client interaction, event planning, marketing, technology, reporting, and coordination with a small, close-knit team.

Requirements

• Genuinely enjoy getting to know people and building long-term relationships.
• Be organized, dependable, and naturally attentive to details.
• Like having ownership of work and making sure things get done.
• Be comfortable moving between client interaction, event planning, technology, reporting, and marketing activities.
• Enjoy learning systems and helping others figure them out.
• Be able to review information or reports and recognize when something deserves attention.
• Enjoy contributing as part of a small, close-knit team.

Responsibilities

• Build relationships with clients and coordinate thoughtful touches that enhance their experience with the practice.
• Plan and coordinate client appreciation and educational events from beginning to end.
• Lead client email communications, including newsletters, event invitations, and other campaigns.
• Help execute the annual marketing plan and maintain the website and social media presence.
• Serve as a key resource for Salesforce CRM, dashboards, and other marketing technology, helping the team use these systems effectively.
• Track annual goals, prospective clients, and new-business opportunities, and provide meaningful updates to leadership.
• Review reports and results, recognize trends, and help identify appropriate next steps.
• Coordinate marketing materials, promotional items, and outside vendors.
• Turn ideas into action and follow them through to completion.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed