Client Relationship & Marketing Coordinator
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Before you apply
LocationCarmel, Indiana
Work modeon-site
Typefull-time
SeniorityEntry
Company size10,000+ people
PostedOct 19, 2026 · 2w ago
Verified live3d ago
At a glanceSummarised by Seekless from the posting.
Build relationships with clients and coordinate thoughtful touches for their experience
Plan and coordinate client appreciation and educational events from beginning to end
Lead client email communications, including newsletters, event invitations and other campaigns
Execute annual marketing plan and maintain website and social media presence
Serve as key resource for Salesforce CRM, dashboards and other marketing technology
Track annual goals, prospective clients and new-business opportunities and provide updates to leadership
Review reports and results, recognize trends and identify appropriate next steps
Coordinate marketing materials, promotional items and outside vendors
Take ideas, figure out how to make them happen and follow through to completion
Skills
Salesforce CRM
social media
marketing technology
website management
About the company
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
We are a small, established financial planning practice looking for a Client Relationship & Marketing Coordinator to become an important part of our team.
This is a hands-on role for someone who enjoys people, details, technology and variety. You will help us create an exceptional experience for our clients while coordinating the marketing activities, events, communications and systems that support our relationships and help our practice grow.
What You Will Do:
•
Build relationships with clients and coordinate the thoughtful touches that make their experience with our practice special.
•
Plan and coordinate client appreciation and educational events from beginning to end.
•
Lead client email communications, including newsletters, event invitations and other campaigns. Help execute our annual marketing plan and maintain our website and social media presence.
•
Serve as a key resource for Salesforce CRM, dashboards and other marketing technology, helping the team use these systems effectively.
•
Track annual goals, prospective clients and new-business opportunities and provide meaningful updates to leadership. Review reports and results, recognize trends and help identify appropriate next steps.
•
Coordinate marketing materials, promotional items and outside vendors.
•
Take ideas, figure out how to make them happen and follow them through to completion.
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