Position Details
Client Engagement Coordinator Apply
Job Description
Job Description
Marketing Coordinator – Client Experience & Lead Engagement
Key Responsibilities
Qualifications
Compensation & Benefits
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.
