Client Engagement Coordinator, Wealth & Asset Management Group
Barron's Wealth & Asset Management Group hosts a series of national, regional, and international invitation-only summits to recognize the achievements of the most successful and influential financial advisors in the wealth management industry. The summits are an excellent opportunity for elite financial advisors from across the industry to meet and discuss the latest innovations in the wealth services field, developments in the global economy, and strategies for personal and professional growth.
The Client Engagement Coordinator must combine an aptitude and attitude of willingness to serve and ability to interact with clients, as well as a skill set tending toward quality control and accuracy. Reporting to the Associate Director, Wealth Management & Advisor Memberships, the Client Engagement Coordinator will represent the Barron’s brand and be a key contributor to the client experience leading up to and in attendance at Barron’s conferences. The candidate will need to be proficient and knowledgeable in all aspects of the benefits attendees receive, and be able to clearly communicate those details to clients.
Key Responsibilities include:
Compile invitation lists from Advisor Database and key clients for all Advisor Summits and Regional events
Maintain the Advisor Summit databases for accuracy and efficient use
Collaborate with Marketing Manager to copywrite and coordinate delivery of conference and event information to attendees
Support pre-event and on-site registration at Advisor Summits and Regional events (both in-person and virtual)
Create On Demand and virtual access sites for Advisor Summits
Intake all inquiries (website, email and phone), as it relates to Advisor Summits, Rankings, and digital offerings, and filter to correct department
Submit continuing education credits on behalf of attendees
Create attendee reports for various stakeholders
Assist with client relationship management, along with collecting assets from our partners and tracking deliverables.
Strong Customer Relation skills
A dynamic and engaging person, who enjoys building relationships, gaining expertise, and earning trust with our clients
Self-starter who is highly organized and detail-oriented
Highly proficient in Excel
Ability to find inefficiencies and new ways to innovate
Strong verbal and written communication skills; copywriting experience preferred, but not required
Superior time management skills, including the ability to multi-task and function efficiently with very tight deadlines
Ability to travel to events
Previous experience in events and Cvent technology
G-Suite and Asana knowledge is a plus
Previous internship experience
Dow Jones , Making Careers Newsworthy
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status. EEO/AA/M/F/Disabled/Vets .
Dow Jones is committed to providing reasonable accommodation for qualified individuals with disabilities, in our job application and/or interview process. If you need assistance or accommodation in completing your application, due to a disability, please reach out to us at TalentResourceTeam@dowjones.com. Please put “Reasonable Accommodation" in the subject line.
Business Area: BG - BARRON'S
Job Category: Sales Ops/Planning/Support Group
Req ID: 33150