CLIENT EXPERIENCE ASSOCIATE MARKETING SCHEDULER

Job Description

Job Description

Job description

Location

Albuquerque, NM

Position Type

Full-Time, Hourly; salary may be considered based on experience and qualifications

Travel Required

Yes - workshops and events in Albuquerque, El Paso, Ruidoso, Las Cruces, and surrounding areas as needed to assist other offices and trainings

Licensing

New Mexico Life & Health License preferred at hire; if not licensed, company-paid schooling is provided and the license is required within 6 months of hire

Why Join Mirau Capital Management

Mirau Capital Management is a faith-based financial advisory firm known for professionalism, integrity, teamwork, and genuine care for both clients and employees. We believe people do their best work in an environment built on trust, accountability, and purpose.

Our team is collaborative, supportive, and growth-oriented. We value meaningful work, long-term thinking, and creating an exceptional experience for both clients and team members. We are proud of the culture we've built and the people who make it possible.

Our Mission

At Mirau Capital Management, we are called to serve with faith-based integrity, helping our clients build, protect, and preserve their wealth while enriching every life we touch along the way.

While our values are faith-informed, participation in faith-based expressions is voluntary, and we are committed to maintaining a respectful, inclusive, and professional workplace for individuals of all backgrounds and beliefs.

Our Core Values

·   Give All the Glory to God

·   Take Ownership and Accountability

·   Never Stop Growing

·   Be an Excellent Teammate

·   Always Do the Right Thing

·   Deliver the Ultimate Client Service Experience

Position Overview

The Client Experience Associate is a highly visible, client-facing role with a strong emphasis on advisor scheduling, prospect follow-up, marketing execution, workshops, events, and firm growth. A primary responsibility of this position is to help keep advisor calendars full with qualified new prospect appointments while also supporting an exceptional experience for existing clients.

This position works closely with our financial advisors, Client Experience team, Marketing team, and Client Service team to ensure advisor calendars are organized, actively managed, and consistently filled with new prospect opportunities. The role is responsible for timely follow-up with leads and prospects, supporting marketing campaigns and events, and helping convert marketing activity into scheduled appointments while maintaining the high service standards of Mirau Capital Management.

We prefer a candidate with previous experience in the financial services industry, marketing, scheduling, or a related client-facing role. However, we are willing to train the right person who demonstrates strong communication skills, organization, dependability, and a willingness to learn.

This position will be cross-trained with our Client Service team, providing the opportunity to learn additional areas of the financial services business and become a well-rounded member of the firm.

A current New Mexico Life & Health Insurance License is preferred at the time of hire. If the selected candidate is not currently licensed, Mirau Capital Management will pay for the required licensing education. Obtaining the New Mexico Life & Health Insurance License within six months of hire is a requirement of the position.

The candidate must be able and willing to travel to workshops and events in El Paso, Las Cruces, Albuquerque, Ruidoso, and surrounding areas.

Client Experience & Scheduling Responsibilities

·         Make it a top priority to keep advisor calendars full with new prospect appointments generated from workshops, marketing campaigns, referrals, call lists, and other lead sources

·         Proactively work open calendar space by contacting and following up with prospects so advisor appointment opportunities are not left unfilled

·         Track prospect outreach, appointment-setting activity, and follow-up efforts accurately in the firm's  CRM and scheduling systems

·   Serve as a primary point of contact for clients and prospects, delivering a professional, welcoming, and responsive experience

·   Answer incoming phone calls promptly and route inquiries appropriately

·   Schedule, confirm, reschedule, and manage advisor appointments and calendars

·   Maintain accurate and up-to-date advisor calendars and think ahead regarding upcoming appointments, scheduling needs, and advisor priorities

·   Send appointment reminders and conduct appropriate follow-up communications

·   Support Annual Review scheduling and ongoing client engagement efforts

·   Accurately document client and prospect interactions in the firm's CRM and maintain records according to firm procedures

·   Assist advisors and team members with scheduling and client communication needs

·   Maintain a client-ready office environment and support day-to-day administrative needs

·   Assist with preparation of client materials, packets, and hospitality items

·   Set up and tear down event equipment

·   Work collaboratively with Client Experience and Client Service team members and provide backup support when needed

Marketing, Events & Workshops

·         Partner closely with marketing efforts to turn workshop attendees, campaign responses, referrals, and other leads into scheduled advisor appointments

·         Maintain timely and persistent follow-up with new prospects, using firm-approved communication processes, until they are scheduled or appropriately dispositioned

·   Assist with the coordination and execution of educational workshops, client events, and community initiatives

·   Travel to Albuquerque, El Paso, Ruidoso, Las Cruces, and surrounding areas to support workshops and firm events

·   Prepare event materials, response sheets, appointment packets, and other materials as assigned

·   Assist with event setup and tear down

·   Conduct confirmation and post-event follow-up communications

·   Assist with scheduling prospects generated through workshops and marketing events

·   Accurately document event and prospect activity

·   Represent Mirau Capital Management professionally at all events

Cross-Training & Team Support

·   Cross-train with the Client Service team to develop a working knowledge of client service and processing functions

·   Learn firm procedures, workflows, systems, and documentation requirements

·   Provide backup support to other team members when needed and appropriately trained

·   Participate in ongoing training and professional development

·   Work toward obtaining the New Mexico Life & Health Insurance License within six months of hire if not already licensed

·   Communicate clearly and consistently with advisors and fellow team members

·   Keep advisors informed of scheduling updates, client communications, and items requiring attention

·   Participate in team huddles and training

·   Take ownership of assigned responsibilities and follow through on tasks

·   Ask questions and seek guidance when additional training or clarification is needed

Work Schedule

The typical work schedule for this position is Monday through Friday, 8:00 a.m. to 5:00 p.m.

However, this position may require evening, weekend, and travel commitments based on business needs, including workshops, events, and firm initiatives. Schedule variations will be communicated in advance whenever possible.

Compensation & Employment Structure

This is primarily a full-time, hourly position. Mirau Capital Management may consider a salaried compensation structure depending on the selected candidate's experience, qualifications, licensing, and overall fit for the position.

Skills & Qualifications

·   Previous experience in the financial services or financial advisory industry preferred

·   Previous experience in marketing, client scheduling, calendar management, or a related role preferred

·   Experience working directly with clients and providing a high level of customer service preferred

·   Current New Mexico Life & Health Insurance License preferred at hire; obtaining the license within six months of hire is required

·   Strong communication skills and professional phone presence

·   High attention to detail and strong organizational abilities

·   Ability to manage multiple priorities in a fast-paced environment

·   Strong follow-through and dependability

·   Ability to work effectively as part of a team

·   Comfort working directly with clients and prospects and in event and marketing environments

·   Willingness and ability to travel as required

·   Willingness to be cross-trained in Client Service responsibilities

·   Ability and willingness to learn new processes, systems, and financial-industry terminology

·   Proficiency with scheduling tools, CRM systems, and Microsoft Office preferred

·   If not already licensed, ability and commitment to complete company-paid licensing education and obtain a New Mexico Life & Health Insurance License within six months of hire; this is a required condition of the position

What Success Looks Like

·         Consistently helps keep advisor calendars full with new prospect appointments and follows through on every viable lead opportunity

·   Provides clients and prospects with a warm, professional, and consistent experience

·   Keeps advisor calendars accurate, organized, up to date, and consistently filled with new prospect appointments

·   Think ahead, identify open calendar opportunities, and proactively work leads, prospects, referrals, and marketing responses to help keep advisors' schedules full

·   Communicates effectively with advisors and teammates

·   Takes ownership of assigned responsibilities and follows through

·   Embraces training and cross-training opportunities

·   Develops an understanding of both Client Experience and Client Service functions

·   Supports teammates and leadership with a positive, solutions-oriented mindset

·   Treats clients, prospects, and coworkers with professionalism and respect

·   Pays attention to details and maintains accurate documentation

·   Understands that flexibility, communication, and teamwork are important parts of delivering excellent service

·   Represents Mirau Capital Management professionally both inside and outside the office

Employment Status & Legal Notice

Employment with Mirau Capital Management is at will. This means either the employee or the Company may terminate employment at any time, with or without cause or notice, subject to applicable law.

This job description does not create a contract of employment and does not guarantee employment for any specific duration.

Equal Employment Opportunity Statement

Mirau Capital Management is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, Texas, or New Mexico law.