Commonwealth Financial Network Marketing Client Services Coordinator in Waltham, Massachusetts
In this role, you will serve as the primary point of contact for a diverse range of advisor marketing projects. You will have an exciting opportunity to work with Commonwealth’s financial advisors, who are among the most successful in the industry.
Reporting to the manager of advisor marketing, this job requires a general knowledge of website marketing best practices, strong project management expertise, and excellent written and communication skills. The ideal candidate is focused on creating a positive customer experience, able to manage and prioritize multiple projects, and passionate about strategic marketing.
Serving as the first point of contact for our advisors and their staff; answering phone calls and incoming email inquiries
Educating callers on a broad range of Commonwealth marketing resources
Facilitating the project management of client facing and internal projects
Providing project and analytics reporting
Managing and maintaining Qualtrics surveys
Overseeing advisor requests for brand templated materials
Working closely with internal marketing groups to carry out advisor requests
Ensuring that project delivery timelines align with advisor needs
Adhering strictly to workflow management processes and quality control methods
Developing client-friendly communications
Coordinating the successful completion of assigned projects in a dynamic environment
Experience and interest in digital marketing (i.e., website, social media, email marketing)
Excellent active listening skills, organizational skills, and attention to detail
Proven success working cross-functionally within an organization
A can-do attitude and passion for delivering indispensable service
Strong communication and writing skills
Knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook) technologies
Understanding of Google Analytics
Additional Skills and Knowledge
Bachelor’s degree in marketing, communications, or a related discipline
1–2 years of experience in digital marketing or marketing communications
Experience in project management
Agile experience a plus
Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.
Picture Yourself Here
Imagine keeping company with big thinkers and even bigger doers who share a common purpose to make a profound difference. Figure in an experience-it-to-believe-it culture, massive growth potential, and benefits galore, and you get the full impression.
We are committed to providing a supportive, equitable environment where you can bring your full, authentic self to your work every day and truly thrive in meaningful ways—personally and professionally. At Commonwealth, everyone plays a part in our success story. And in building a more diverse and inclusive workplace, we are broadening our perspectives and capabilities. Together, our potential is limitless. We invite you to join us on the path to a brighter future!
Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Eight Times in a Row.” Privately held since 1979, the firm has headquarters in Waltham, Massachusetts, and San Diego, California.
Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, so our employees genuinely enjoy coming to work. Our refreshing workplace culture has earned us 43 Best Place to Work awards—and counting.
The Fine Print
We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.
Commonwealth is an equal opportunity employer, making intentional efforts to source the very best talent from all backgrounds.
External Company URL: https://www.commonwealth.com/
Street: 29 Sawyer RD