Financial Services Institute
Marketing & Client Engagement Associate
Financial Services Institute, Avon, Ohio, United States, 44011
Marketing & Event Planning Specialist
Location: Avon, Ohio
Employment Type: Full-Time, On-site
About the Opportunity A well-established wealth management firm in Avon is seeking a creative, organized, and client-focused Marketing & Event Planning Specialist. This role is perfect for someone who thrives in a fast-paced environment, enjoys wearing multiple hats, and wants to make a meaningful impact on client experience.
This position blends marketing, social media, event planning, and client service — supporting the firm’s brand, helping coordinate events, and ensuring clients feel valued and well cared for. During quieter periods, you will step in to support the client service team with administrative and client-facing tasks.
Key Responsibilities Marketing & Social Media
Develop and execute a consistent social media strategy (LinkedIn, Facebook, Instagram).
Create engaging content, including graphics, posts, and short-form videos.
Maintain and update the firm’s website and marketing materials.
Assist with newsletters, email communications, and branding initiatives.
Event Planning & Client Engagement
Plan and coordinate all client appreciation events, seminars, open houses, and community activities.
Manage event logistics, budgets, RSVPs, vendors, and onsite setup.
Ensure events run smoothly and deliver an exceptional experience.
Client Service Support
Assist with answering phones, scheduling meetings, and greeting visitors.
Support the team with client follow-up, paperwork, and preparation for meetings.
Provide exceptional customer service with professionalism, warmth, and attention to detail.
Why This Firm?
Collaborative, supportive team environment.
Opportunity to be creative and take ownership of marketing and event initiatives.
A role where no two days are the same — a combination of strategic work and hands‑on client interaction.
Competitive salary range of $60,000 – $75,000, depending on experience.
Qualifications
Prior experience in marketing, social media management, and event planning required.
Strong customer service background with excellent communication skills.
Highly organized, detail‑oriented, and capable of managing multiple projects at once.
Proficient with technology and comfortable learning new platforms (Canva, CRM systems, email marketing tools, etc.).
No college degree required — experience and professionalism matter most.
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About the Opportunity A well-established wealth management firm in Avon is seeking a creative, organized, and client-focused Marketing & Event Planning Specialist. This role is perfect for someone who thrives in a fast-paced environment, enjoys wearing multiple hats, and wants to make a meaningful impact on client experience.
This position blends marketing, social media, event planning, and client service — supporting the firm’s brand, helping coordinate events, and ensuring clients feel valued and well cared for. During quieter periods, you will step in to support the client service team with administrative and client-facing tasks.
Key Responsibilities Marketing & Social Media
Develop and execute a consistent social media strategy (LinkedIn, Facebook, Instagram).
Create engaging content, including graphics, posts, and short-form videos.
Maintain and update the firm’s website and marketing materials.
Assist with newsletters, email communications, and branding initiatives.
Event Planning & Client Engagement
Plan and coordinate all client appreciation events, seminars, open houses, and community activities.
Manage event logistics, budgets, RSVPs, vendors, and onsite setup.
Ensure events run smoothly and deliver an exceptional experience.
Client Service Support
Assist with answering phones, scheduling meetings, and greeting visitors.
Support the team with client follow-up, paperwork, and preparation for meetings.
Provide exceptional customer service with professionalism, warmth, and attention to detail.
Why This Firm?
Collaborative, supportive team environment.
Opportunity to be creative and take ownership of marketing and event initiatives.
A role where no two days are the same — a combination of strategic work and hands‑on client interaction.
Competitive salary range of $60,000 – $75,000, depending on experience.
Qualifications
Prior experience in marketing, social media management, and event planning required.
Strong customer service background with excellent communication skills.
Highly organized, detail‑oriented, and capable of managing multiple projects at once.
Proficient with technology and comfortable learning new platforms (Canva, CRM systems, email marketing tools, etc.).
No college degree required — experience and professionalism matter most.
#J-18808-Ljbffr