Job Description
Job Description
Client Experience & Events Coordinator needed for a Woodlands Financial Services Company. Position includes essential business tasks related to seminars, client relationships- development and retention, scheduling, executive support, and other core functions. Promote corporate image by representing the firm internally and externally. Liaison between leadership, key partners, and clients.
Job Duties:
- Arranging and attending corporate functions such as seminars and client events. Includes, but not limited to, venue research, procurement, budgetary management, mail fulfillment, overseeing RSVP’s, tracking attendance, communications with guests both pre and post event, preparing materials, set up and take down, and any other tasks as required.
- Handle scheduling and appointments with attentiveness and organization. Special focus on appointments to ensure that only high-quality and well-prepared sales opportunities are scheduled.
- Assist with drafting and reviewing business correspondence.
- Assist with the design, production and distribution of digital & printed presentations. Includes but is not limited to formal proposals of products and services, renewal analysis and annual review packets, enrollment kits, and corporate newsletters.
- Maintain good organization of client records. Prompt fulfillment of CRM updates (Redtail) for account data, sales follow up, action items, and reporting. This also includes accurate and timely appointment statistics reports, Seminar Activity reports, and any other metrics/analytics necessary to help drive success for our business.
- Help with key decisions by conducting research, market studies, fact finding, and providing precedents upon request by management.
- Help to complete projects and special assignments.
- Enhance the firm’s reputation through professionalism and courtesy to both partners and clients online, on the phone, or during face-to-face meetings, and in all written communications.
- Client Advocate, as this position has constant interaction and engagement with existing clients and prospective clients. Listening to customer concerns and questions and working closely to help leadership understand the entire customer experience and improve it.
- Assist with social media marketing.
Required Job Skills: Organization, Detail Oriented, Prompt and Accurate Responsiveness, Professionalism, Caring Client Relations, Written and Verbal Communication, Time Management, Record Keeping, Good Recall Capabilities; Creativity, Self-Confidence, Collaboration, Presentation, and Maintaining Professional Relationships.
Required Technical Skills: Microsoft Word, PowerPoint, Excel, and Outlook
Preferred Experience: Minimum 3 years in a previous role with similar job requirements, preferably with event coordinating for executive tier events and direct interaction with clients/prospects in a support position. Familiarity with working in and maintaining client records using CRM software and Microsoft365.
This is an in-office position, Monday through Friday in The Woodlands. Hours are Monday – Thursday 9-5, Friday 9-3. Position requires hosting seminars with the owner 4-5 evenings/month, typically on Tuesday and Wednesday. You are compensated additionally for this time.
Company DescriptionOur goal is to partner with you in identifying the right next step in your career. We do this by leveraging industry knowledge, proven experience, strong relationships, and a commitment to delivering thoughtful, results-driven guidance throughout the process.
Company Description
Our goal is to partner with you in identifying the right next step in your career. We do this by leveraging industry knowledge, proven experience, strong relationships, and a commitment to delivering thoughtful, results-driven guidance throughout the process.