Client Service and Marketing Specialist

Jambalaya Group • Folsom, CA

15d • $26 - $32 • Onsite

About The Position

Arete Wealth Planning is seeking an outgoing, organized, and creative Client Service & Marketing Specialist for its Folsom, California office. This in-person, full-time role combines client service, marketing, event planning, relationship management, CRM administration, reporting, and office support. The specialist will help deliver a warm and memorable client experience, coordinate engagement initiatives and events, maintain social media activity using approved materials, and use technology and data to keep client information and projects organized. Prior financial services experience is not required; the practice values initiative, communication skills, organization, and enthusiasm for creating exceptional client experiences. The position is full-time and non-exempt, with compensation of $26–$32 per hour depending on qualifications and experience.

Requirements

• Bachelor's degree, preferably in marketing, communications, business, or a related field.
• Excellent written and verbal communication skills.
• Friendly, outgoing, and professional personality.
• Strong organizational skills and attention to detail.
• Comfort working with technology, spreadsheets, and digital platforms.
• Ability to manage multiple responsibilities and work independently.
• Proactive mindset and willingness to learn and take initiative.
• Ability to work full-time in the Folsom office.

Nice To Haves

• Experience in marketing, client service, banking, or another professional service environment.
• Familiarity with CRM software, reporting, or dashboard creation.
• Experience managing social media accounts or creating digital content.
• Experience coordinating events, client appreciation programs, or marketing initiatives.
• Proficiency with Microsoft Office, particularly Excel, Outlook, and Word.
• Familiarity with Canva or similar content creation tools.
• Relevant education, internships, or demonstrated skills; recent college graduates are encouraged to apply.

Responsibilities

• Serve as a welcoming first point of contact for clients, visitors, and incoming calls.
• Help create a warm, professional, and memorable experience for clients.
• Coordinate client appreciation initiatives, personalized gifts, and recognition programs.
• Identify opportunities to strengthen client relationships through thoughtful outreach and engagement.
• Maintain accurate client information and assist with client segmentation.
• Coordinate a consistent social media presence using approved content and marketing resources.
• Create and schedule social media posts in accordance with financial services compliance requirements.
• Assist with marketing campaigns, communications, and client engagement initiatives.
• Research, order, and manage branded promotional materials and client gifts.
• Contribute creative ideas to improve client communication and engagement.
• Assist with planning and executing client appreciation events, educational gatherings, and other practice activities.
• Coordinate event logistics, invitations, RSVPs, vendors, and follow-up communications.
• Help ensure events are organized, welcoming, and professionally executed.
• Track event participation and engagement to evaluate effectiveness.
• Use CRM software to organize information, track activities, and support client engagement.
• Generate reports, maintain dashboards, and assist with client segmentation.
• Monitor engagement initiatives and provide updates to the team.
• Identify opportunities to improve processes, reporting, and organization.
• Manage multiple projects while maintaining attention to detail.
• Participate in front desk coverage and assist with incoming mail and general office coordination.
• Collaborate with team members to support day-to-day operations.
• Take ownership of assigned responsibilities and proactively identify ways to improve the client experience.

Benefits

• Professional development through building skills in client relationship management, marketing, and financial services.
• Opportunity to take ownership of important initiatives and help shape the practice's client experience.
• Collaborative environment with a small, established team where contributions are valued.
• Meaningful work helping strengthen long-term client relationships.
• Varied responsibilities across client service, marketing, events, and analytical work.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level