Marketing & Client Care Coordinator

Job Title: Marketing & Client Care Coordinator

Location: Eden Prairie, MN (On-site)

Employment Type: Full-Time

About Us

We are a dynamic and growing financial planning firm dedicated to helping individuals and families achieve financial clarity and long-term success. As we expand, we’re looking for a proactive and creative team member to lead our marketing efforts while also serving as the welcoming face of our office.

Position Overview

This hybrid role is ideal for someone who thrives in a fast-paced environment, enjoys both strategic and creative work, and is passionate about delivering exceptional client experiences. The role is approximately 75% marketing and 25% front desk/administrative support initially, with the goal for the marketing responsibilities to grow into a full-time marketing director.

Key Responsibilities

Marketing (75%)

· Develop and execute marketing strategies to increase brand awareness and client engagement.

· Manage digital marketing channels, including email campaigns, social media, and website updates.

· Coordinate client events, webinars, and community outreach initiatives.

· Track marketing metrics and prepare performance reports.

· Collaborate with financial advisors to align marketing efforts with business goals.

· Maintain brand consistency across all platforms and materials.

Front Desk & Administrative Support (25%)

· Greet clients and visitors with professionalism and warmth.

· Answer and direct phone calls, manage incoming mail, and maintain office supplies.

· Schedule client appointments and manage calendars for advisors.

· Assist with document preparation and client onboarding tasks.

· Ensure the office environment is tidy, organized, and welcoming.

Qualifications

· Bachelor’s degree in Marketing, Communications, Business, or related field (or equivalent experience).

· 1–3 years of marketing experience, preferably in a professional services or financial setting.

· Strong written and verbal communication skills.

· Proficiency in marketing tools (e.g., Mailchimp, Canva, WordPress, CRM systems).

· Friendly, organized, and detail-oriented with excellent time management skills.

· Ability to work independently and collaboratively in a small team environment.

Growth Opportunity

As the firm continues to grow, this role offers the potential to evolve into a full-time marketing position with leadership opportunities in brand strategy, digital campaigns, and client engagement initiatives.

Compensation & Benefits

· Competitive salary based on experience

· Health and retirement benefits

· Paid time off and holidays

· Professional development support