ASC Financial Group ยท 5 days ago
Client Experience & Seminar Coordinator
Monroe County, PA
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $60K/yrASC Financial Group is a fiduciary wealth management firm helping families retire with dignity. They are seeking a Client Experience & Seminar Coordinator to manage client interactions and ensure a high-touch service experience.
Financial ServicesRetirementWealth Management
Hiring Manager
Nick Ryan
Responsibilities
Own the Experience
Be the first face our clients see and the voice that guides them from a seminar seat to a boardroom meeting
Keep our high-volume marketing engine running flawlessly while delivering a 'red carpet' experience in our lobby
Qualification
Required
Hospitality-First Mindset: Proven experience in a high-touch customer-facing role (concierge, front desk, high-end retail, or event hosting)
Tech-Fluent: Comfortable managing a CRM, email marketing tools (like BombBomb/iContact), and Microsoft Office
Event Availability: Must be available to work evening seminars/workshops as required (typically 2-4 per month)
Polished Communication: Excellent verbal and written skills; you sound professional on the phone and look professional in person
Preferred
Experience in financial services, wealth management, or insurance
Track record of managing seminar or event registration workflows
Familiarity with CRM software (i.e., Salesforce, Redtail, etc)
Benefits
Health insurance
PTO
Company
ASC Financial Group
ASC Financial Group is a financial planning company that offers risk management investing, retirement, advanced tax, and legacy solutions.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ralph Grauso
Retirement & Income Planning Specialist, President
Recent News
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