InFocus Financial Advisors, Inc. ยท 1 day ago
Client Experience Associate
Salisbury, MD
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $60K/yrInFocus Financial Advisors Inc. is a small boutique RIA firm in Salisbury, MD, committed to delivering thoughtful financial planning. They are seeking a Client Experience Associate to manage marketing strategies, client events, and communications while supporting the firm's business development efforts.
AccountingFinanceFinancial Services
Responsibilities
Schedule client annual financial reviews weekly
Manage and execute communications with clients and prospective clients
Abide by brand standards in the development of Communications or Sales campaigns and materials
Play an active role in client and prospective client document and data management and recordkeeping
Provide basic graphic design support and campaign design working collaboratively with creative team vendors
Assist with InFocus' non-profit endeavors
Assist other departments with different job duties as the need arises to ensure the team effort is executed successfully
Qualification
Required
High School Diploma
Excellent communication and interpersonal skills
Very Proficient in Excel, Spreadsheet, and Client-Relationship Management Software (CRM)
Organizational Skills and Attention to Detail
Preferred
Experience in Sales, Marketing or Business Development roles preferred
Experience with e-mail campaign software (Hubspot, ActiveCampaign) a plus
Experience with Design Programs (Adobe Photoshop or similar software) a plus
Benefits
Year-end profit sharing contribution up to 15%
4% 401(k) matching
Quarterly bonus
Health insurance
Other employee lifestyle benefits
401(k)
Flexible schedule
On-the-job training
Paid time off
Company
InFocus Financial Advisors, Inc.
We help people prepare for retirement.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase