Client Services & Marketing Coordinator

Full-time | In-office | Salary: $55,000–$60,000 based on experience

Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.

SIS Financial Group, an established financial advisory firm that caters to the 55+ community, is seeking an organized, personable, and detail-oriented Client Services & Marketing Coordinator to support our team, clients, office operations, and ongoing marketing efforts. This role is ideal for someone who enjoys working with people, staying organized, managing multiple priorities, and helping ensure both client and business needs continue moving forward.

Responsibilities

• Assist clients with service requests, paperwork, account documentation, and general questions.

• Maintain accurate and organized client records and files.

• Prepare materials and documentation for client meetings and reviews.

• Assist with new client onboarding and ongoing client follow-up.

• Maintain internal client, prospective business, and tracking reports.

• Answer phones and provide front desk support as needed.

• Assist with client communications, newsletters, email campaigns, and marketing materials.

• Coordinate with outside marketing partners and vendors to help keep projects and requests moving forward.

• Help coordinate client appreciation, referral, holiday, and special events.

• Manage event invitations, RSVPs, vendors, gifts, and materials.

• Order marketing materials, promotional items, client gifts, and office supplies as needed. xhyhwjd

• Provide general administrative and operational support to advisors and the office.

Qualifications

• Strong organizational and time-management skills

• High attention to detail and follow-through

• Professional, personable, creative, and proactive

• Ability to manage multiple priorities independently

• Strong computer and administrative skills

• Experience in client service, administration, or a professional office environment is required

• Financial services experience is a plus, but not required

• Experience with Office 365, Canva, and Constant Contact a plus

• Marketing experience required

• Must travel between Hoffman Estates and Naperville offices

What We Offer

• Paid holidays

• Generous PTO

• Quarterly performance bonus

• Health insurance through BCBS

• 401k

• Supportive and team-oriented work environment

• Opportunities for professional growth and development