Client Experience & Marketing Associate

COMPENSATION: $75,000–$85,000 (depending on experience) + bonus and benefits Overview Our client is a growing, relationship-driven wealth management firm seeking a Client Experience & Marketing Associate to play a central role in supporting client relationships, firm operations, and marketing initiatives. This administrative position offers the opportunity to work closely with firm leadership while helping deliver an exceptional client experience and supporting the continued growth of the business. The ideal candidate is highly organized, proactive, detail-oriented, and enjoys owning processes from start to finish. This individual will serve as a key partner to leadership, helping ensure clients feel cared for, projects stay on track, and marketing initiatives are executed effectively. Key Responsibilities Client Experience & Relationship Management Own and execute the firm’s client touch plan and annual review p rocessSchedule annual reviews, client check-ins, and ongoing client me etingsCoordinate meeting logistics, confirmations, reminders, and follow-up acti vitiesDeliver exceptional client communication and service throughout the client lif ecycleTrack and manage referral opportunities and follow-up pro cessesSupport client onboarding and ongoing client engagement initi CRM Management & Sales Process Support: Serve as the primary owner of CRM data integrity and workflow m anagementMaintain accurate client and prospec t recordsMonitor activity throughout the client and prospect lifecycleCreate and manage tasks, workflows, and follow-up processesIdentify opportunities to improve operational efficiency and enhance the client e xperienceSupport advisor business development efforts through strong process management and Executive Support & Project Management Management: Manage calendars, scheduling, and coordination fo r leadershipCoordinate internal meetings and proje ct timelinesTrack action items and ensure accountability across and projectsSupport operational improvements and firm-wide initiativesAssist leadership with special projects and strategi Marketing & Content Support ntent Support: Assist with social media planning, content creation , and executionCreate and update client-facing presentations and Power Pt materialsUtilize AI and technology tools to enhance marketing conten t and workflowsSupport client events, educational seminars, and appr eciation eventsCoordinate marketing campaigns and client communicationsAssist with branding, engagement initiatives, and ongoing ma Qualifications 3+ years of experience in executive support, client service, marketing coordination, project management, operations, or a related role Experience within wealth management, financial services, professional services, consulting, or another client-centric industry preferred Strong CRM experience with an emphasis on data management and workflow execution Exceptional organizational and project management skills Advanced PowerPoint and presentation development capabilities Comfortable leveraging AI tools and technology platforms Ability to work independently and anticipate needs with m mmunication skills Strong attention to detail #J-18808-Ljbffr CMC Recruiting