The Marketing & Client Engagement Coordinator role combines client service administration, appointment setting, event coordination, and marketing support. As a first point of contact for clients and prospects, you will help deliver a professional, high-touch experience while supporting the firm’s growth through workshops, community events, outbound follow-up, digital marketing, and CRM management.

This role is ideal for someone who thrives in a fast-paced, goal-oriented environment and enjoys engaging with people both over the phone and in person.

A large portion of this role is focused on relationship-building, appointment confirmation, prospect follow-up, and event-driven appointment generation. The ideal candidate must be comfortable picking up the phone, speaking with prospects, attending evening events, and helping turn marketing activity into qualified appointments.

Key ResponsibilitiesClient Service & Administrative Support

• Greet and engage clients and prospects professionally in person, on the phone, and via email
• Coordinate onboarding for new clients and prepare materials for advisor meetings
• Manage and optimize advisor calendars to maximize efficiency
• Confirm all appointments, including first meetings, second meetings, and closing meetings
• Respond to inquiries or route them to the appropriate team member
• Maintain a polished, welcoming reception and meeting space
• Ensure client and prospect information is handled confidentially and in compliance with company policies
• Log all activity, appointment updates, and lead notes in the CRM on the same day
• Assist with business processing and basic administrative tasks during downtime