Dow Jones · 9 hours ago
Client Engagement Coordinator, Wealth & Asset Management Group
New York, NY
Full-time
Onsite
Entry Level
$60K/yr - $75K/yr
1+ years expDow Jones is a leading news and information powerhouse, and they are seeking a Client Engagement Coordinator for their Wealth & Asset Management Group. The role involves ensuring a smooth client experience at Barron’s Advisor conferences, managing registration processes, and maintaining databases for events.
Digital MediaNewsPublishingSocial Media
Responsibilities
Compile invitation lists from Advisor Database and key clients for all Advisor Summits and Regional events
Maintain the Advisor Summit databases for accuracy and efficient use
Assist in the management of the end-to-end registration process, including setting up Cvent registration sites, managing attendee data, providing on-site support and helping with post-event reporting
Collaborate with Marketing Manager to copywrite, coordinate and track delivery of essential event information to attendees
Support on-site registration and check-in process at Advisor Summits and Regional events, including distributing event materials and helping to address attendee questions
Set up and maintain event app for Advisor Summits
Intake all inquiries (website, email and phone), as it relates to Advisor Summits, Rankings, and digital offerings, and filter to correct department
Submit continuing education credits on behalf of attendees
Help with attendance reporting: Create attendee reports for various stakeholders, prepare data to be included in weekly event registration reports, analyze attendee data to evaluate year-over-year trends
Assist with client relationship management by creating client portals to collect assets and track deliverables from partners
Help track inventory, organize and ship event equipment and materials
Qualification
Required
NYC-area based
Bachelor's degree or 1 - 2 years of professional experience is preferred
Strong customer service skills. A dynamic and engaging person, who enjoys building relationships, gaining expertise, and earning trust with our clients
Highly proficient in Excel. Knowledge in G-Suite and previous experience in Cvent technology is a plus
Strong verbal and written communication skills; copywriting experience preferred, but not required
Self-starter who is curious, highly organized and detail-oriented
Ability to find inefficiencies and new ways to innovate
Must be a team player with the ability to work effectively in a team or independently. Comfortable and confident when supporting members of the events team, and sharing ideas and experiences
Superior time management skills, including the ability to multi-task and function efficiently with very tight deadlines
Ability to travel to events, and occasionally work weekends
Benefits
Comprehensive and highly competitive benefits package
A variety of physical health, retirement and savings, caregiving, emotional wellbeing, transportation, and other benefits
Elective benefits employees may select to best fit the needs and personal situations of our diverse workforce
Company
Dow Jones
Dow Jones is a news and business information provider that delivers content to consumers and organizations via newspapers and more.
1001-5000 employees
H1B Sponsorship
Dow Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (45)
2024 (40)
2023 (48)
2022 (72)
2021 (44)
2020 (39)
Funding
Current Stage
Late StageTotal Funding
unknown2007-12-13Acquired
Leadership Team
Almar Latour
CEO, Dow Jones & Publisher, The Wall Street Journal
Sarah Cottle
Executive Vice President and General Manager, Energy
Recent News
2026-01-25
2026-01-18
Company data provided by crunchbase