
Client Experience & Lead Engagement Specialist
Abundant Streams Capital Group, Bartonsville, Pennsylvania, United States, 18321
A financial services firm in Bartonsville, Pennsylvania is seeking a Marketing Coordinator focused on client experience and lead engagement. The ideal candidate will ensure that prospects receive a high-touch, personalized ‘WOW’ experience from initial contact through meetings. Responsibilities include managing client interactions, preparing meeting materials, and tracking marketing metrics. This role requires strong organizational skills and a professional demeanor, with a preferred background in client service or marketing coordination.
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