What are the responsibilities and job description for the Client Relations & Marketing Coordinator position at Advanced Wealth Management Group?
Job Title: Client Relations & Marketing Coordinator
Location: Edina, MN
Firm: Advanced Wealth Management Group
Location: Edina, MN
Firm: Advanced Wealth Management Group
About the Role
Advanced Wealth Management Group (AWMG) is hiring a Client Relations & Marketing Coordinator to be the face of our Edina office and the engine behind our client communications. This full-time, in-office role splits its time between welcoming clients and coordinating the marketing that keeps AWMG visible in the community.
AWMG is a fiduciary wealth management firm serving pre-retirees and retirees with retirement income, tax-efficient distribution planning, Social Security strategy, and estate planning. Our clients are making some of the biggest decisions of their lives, and the first person they meet sets the tone. We're looking for someone warm, organized, and creative who takes pride in every detail of the client experience.
Front desk and client experience
- Greet clients and guests, offer refreshments, and prepare conference rooms for meetings
- Answer and route incoming calls and general email with warmth and professionalism
- Schedule client appointments and send confirmations and reminders
- Manage mail, deliveries, office supplies, and vendor visits
- Keep the reception area and meeting spaces polished and client-ready
Marketing and communications
- Coordinate client appreciation events and educational seminars, from venue and invitations to RSVPs and follow-up
- Draft and schedule client newsletters, email campaigns, and social media posts
- Update website content and maintain marketing materials using AWMG brand standards
- Track event attendance, campaign results, and referral sources
- Route all marketing content through the firm's compliance review before it is published
- Coordinate client milestone touches such as birthday and retirement cards and holiday mailings
Required Qualifications
- 3 years of experience in a front desk, client service, office coordinator, or marketing coordinator role
- A warm, polished, professional presence in person and on the phone
- Strong writing skills for newsletters, emails, and social posts
- Experience planning events or coordinating projects with several moving parts
- Proficiency in Microsoft 365 (Outlook, Word, Excel, PowerPoint)
- Experience with at least one email marketing or design tool (e.g., Constant Contact, Mailchimp, Canva)
- Discretion in handling confidential client information
- High school diploma or equivalent
- Ability to pass a background check
Preferred Qualifications
- Experience in financial services, wealth management, insurance, accounting, or another professional services firm
- Familiarity with marketing compliance review in a regulated industry
- Experience managing business social media accounts (LinkedIn, Facebook)
- Experience with a CRM (e.g., Redtail, Wealthbox, Salesforce)
- Associate's or bachelor's degree in marketing, communications, or a related field
Compensation & Benefits
- Competitive salary based on experience
- Supportive and team-oriented work environment
- Opportunity to grow within the firm
How to Apply
Submit your resume and a brief cover letter outlining your interest and relevant experience.
This position is well-suited for someone who enjoys interacting with people, takes pride in organization, and contributes to a positive office atmosphere.
Salary : $45,000 - $55,000