Client Services & Marketing Coordinator

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

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

• 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
• Must travel between Hoffman Estates and Naperville offices

• Quarterly performance bonus
• Health insurance through BCBS
• Supportive and team-oriented work environment
• Opportunities for professional growth and development