Client Relationship & Marketing Coordinator

Ameriprise • Carmel, IN

21d

About The Position

Ameriprise Financial is hiring on behalf of a small, established financial planning practice for a hands-on Client Relationship & Marketing Coordinator. The coordinator will help deliver an exceptional client experience while supporting the practice’s marketing activities, events, communications, and systems. The role involves a variety of client-facing, organizational, technology, reporting, and marketing responsibilities, and is suited to someone who enjoys contributing to a small, close-knit team.

Requirements

• Genuinely enjoy getting to know people and building long-term relationships.
• Be organized, dependable, and attentive to detail.
• Enjoy owning work and ensuring tasks are completed.
• Be comfortable shifting among client interaction, event planning, technology, reporting, and marketing activities.
• Enjoy learning systems and helping others understand how to use them.
• Be able to review information or reports and recognize when something deserves attention.
• Enjoy contributing to 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.
• Develop ideas and carry them through to completion.

What This Job Offers

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