Client Services and Marketing Specialist - Warrenton, United States - ROCS Grad Staffing

Description

Why You Want to Work Here:

We're a small financial services firm that specializes in retirement planning. We offer a relaxed environment with ample opportunity to grow and learn. With us, your work matters, and you'll be able to make a huge impact on a small team. This role is perfect for someone who is passionate about growth, enjoys diving into new projects, thrives on both face-to-face and virtual interactions, and is never hesitant to pick up the phone to ensure clients feel valued and supported.

Responsibilities of the Client Service and Marketing Strategist:

• Develop and implement comprehensive marketing and client service strategies to increase the firm's visibility and deepen client engagement.
• Coordinate and enhance client-facing activities, including scheduling meetings, organizing speaking engagements, and facilitating webinars.
• Assist in the production of client-focused content, including marketing materials, videos, and podcasts, that underscores the firm's value proposition.
• Oversee the firm's online presence, ensuring website content is current, engaging, and client-centric.
• Collaborate with the team to refine and implement actionable plans for client service improvement and marketing initiatives.
• Ensure consistent, effective communication across all client touchpoints, maintaining the firm's standards for excellence in customer service.

Qualifications of the Client Service and Marketing Strategist:

• Proven experience in marketing, client service, or a related field.
• Exceptional communication skills, both verbal and written.
• Strong understanding of marketing strategies, digital marketing, and social media engagement.
• Ability to work collaboratively in a team environment and independently as a self-starter.
• High level of empathy, adaptability, and the ability to connect meaningfully with clients.
• Exceptional organizational skills and attention to detail.
• Demonstrated ability to prioritize tasks and projects with a strong follow-through.
• Conscientious, responsible, and committed to enhancing client satisfaction and loyalty.