Marketing Coordinator – Client Experience & Lead Engagement Abundant Streams Capital Group is seeking a Marketing Coordinator – Client Experience & Lead Engagement to own the prospect experience from first contact through initial meetings. This role is responsible for ensuring every prospective and brand-new client receives a high-touch, red-carpet “WOW” experience that reflects our firm’s professionalism, values, and commitment to excellence. This role is execution-focused, not strategy-focused. Systems, content, and processes are already in place. Success in this role comes from consistency, follow-through, attention to detail, and ownership of daily execution—not from creating new marketing ideas. Key Responsibilities Serve as the first impression ambassador for all prospects and brand-new clients. Greet prospects for scheduled meetings and create a consistent WOW experience. Ensure lobby, conference rooms, and common areas are clean, welcoming, and prepared. Prepare conference rooms with correct PDFs, welcome screens, and meeting materials. Handle incoming calls from leads and prospects; qualify leads and schedule appointments. Send confirmation emails and letters. Manage CRM data entry and updates. Support seminars, workshops, webinars, and client events including registration, setup, and follow-up. Track marketing metrics and assist with drip campaigns, newsletters, and re-engagement efforts. Qualifications Strong organizational and follow-through skills. Comfortable working from defined processes and checklists. Professional, warm, and confident in client-facing situations. Strong verbal and written communication skills. Ability to manage recurring tasks without reminders. Experience in client service, marketing coordination, or administrative support preferred. Compensation & Benefits Salary range: $40,000 – $50,000 annually, based on experience Performance-based bonus structure tied to marketing, appointment, and client experience outcomes Health benefits offered Opportunities for growth within a professional financial services firm This role is ideal for someone who values structure, consistency, and execution and wants to grow within a professional, values-driven financial services firm. #J-18808-Ljbffr