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Company

deMAURIAC · 1 day ago

Client Engagement & Growth Coordinator

United States

Part-time

Remote

Entry Level

$20/hr - $23.50/hr

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FinanceFinancial Services

Hiring Manager

Marigny deMauriac, CFP®, ABFP®, AAMS®

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Responsibilities

Serve as a primary point of contact for clients, handling client inquiries and ensuring a smooth onboarding process.

Schedule client meetings, follow up on engagements, and support retention initiatives by conducting periodic check-ins.

Track and report on client satisfaction and engagement metrics to identify areas for improvement.

Track follow-up communications and client engagement initiatives.

Manage data entry, maintain and organize client documentation, ensuring compliance with data security and confidentiality standards.

Provide support for firm-wide initiatives, including special client appreciation events.

Create monthly or quarterly check-in email templates for client engagement.

Prepare client follow-up lists for the CEO, tracking interactions, opportunities and deadlines.

Document and assess workflow processes, identifying bottlenecks and opportunities for increased efficiency.

Maintain software tools for task management, document management, and client tracking.

Contribute ideas to improve operational efficiency, client experience, and internal processes and provide feedback to the CEO.

Work closely with the CEO to assist with building brand awareness and attracting potential clients.

Help create visuals and content to enhance social media presence.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Google WorkspaceProcess improvementZoomCalendlyEventbriteCanva

Required

Excellent communication and interpersonal skills.

Exceptional organizational and time management skills.

High level of discretion and confidentiality with sensitive information.

Attention to detail, especially with regard to data entry and client communications.

Familiarity with software (Google Workspace, Zoom, Calendly, Eventbrite, Canva).

Ability to identify process improvements and a proactive approach to streamlining tasks.

Benefits

Health, Dental, and Vision Insurance

401(k) with Company Match

Paid Time Off: Inclusive of vacation, sick days, and 10 paid holidays.

Annual paid volunteer day with a non-profit of your choice

Parental Leave: Paid parental leave to support family needs

Life & Disability Insurance: Life and long-term disability coverage for added security

Annual Professional Development Stipend for courses, certifications, or conferences

Quarterly Wellness Allowance for wellness activities, fitness memberships, wellness apps, or personal enrichment classes

Focus Fridays: No meetings on Fridays to encourage focused work, learning and development, or time for creative thinking and strategic planning for the upcoming week

Financial Wellness Services: Complimentary access to all financial planning, retirement consultations, and investment workshops