Client Service and Marketing Specialist

About the Role

Arete Wealth Planning, an established financial planning practice in Folsom, California, is seeking an outgoing, organized, and creative Client Service & Marketing Specialist to join their team. This role combines client service, marketing, event planning, and relationship management. Prior financial services experience is not required.

Key Responsibilities

• Client Experience & Relationship Management
• Serve as a welcoming first point of contact for clients, visitors, and incoming calls.
• Help create a warm, professional, and memorable experience for every client.
• Coordinate client appreciation initiatives, personalized gifts, and recognition programs.
• Identify opportunities to strengthen client relationships through thoughtful outreach and engagement.
• Maintain accurate client information and assist with client segmentation initiatives.
• Marketing & Social Media
• Coordinate and maintain a consistent social media presence using approved content and marketing resources.
• Create and schedule engaging social media posts in accordance with financial services compliance requirements.
• Assist with marketing campaigns, communications, and client engagement initiatives.
• Research, order, and manage branded promotional materials and client gifts.
• Bring creative ideas to the team to enhance client communication and engagement.
• Event Planning & Coordination
• Assist with planning and executing client appreciation events, educational gatherings, and other practice activities.
• Coordinate event logistics, invitations, RSVPs, vendors, and follow-up communications.
• Help ensure events are organized, welcoming, and professionally executed.
• Track event participation and engagement to evaluate effectiveness.
• CRM, Reporting & Organization
• Utilize customer relationship management (CRM) software to organize information, track activities, and support client engagement.
• Generate reports, maintain dashboards, and assist with client segmentation.
• Monitor engagement initiatives and provide meaningful updates to the team.
• Identify opportunities to improve processes, reporting, and organization.
• Manage multiple projects while maintaining strong attention to detail.
• Office & Team Support
• Participate in front desk coverage and assist with incoming mail and general office coordination.
• Collaborate with team members to support day-to-day operations.
• Take ownership of assigned responsibilities and proactively identify opportunities to improve the client experience.

Requirements & Tech Stack

• CRM software
• Microsoft Office (particularly Excel, Outlook, and Word)
• Canva or similar content creation tools
• Spreadsheets
• Digital platforms

Qualifications

• Required Qualifications
• Bachelor's degree, preferably in marketing, communications, business, or a related field.
• Excellent written and verbal communication skills.
• A friendly, outgoing, and professional personality.
• Strong organizational skills and attention to detail.
• Comfort working with technology, spreadsheets, and digital platforms.
• Ability to manage multiple responsibilities and work independently.
• A proactive mindset with a willingness to learn and take initiative.
• Ability to work full-time in the Folsom office.
• Preferred Qualifications
• Experience in marketing, client service, banking, or another professional service environment.
• Familiarity with CRM software, reporting, or dashboard creation.
• Experience managing social media accounts or creating digital content.
• Experience coordinating events, client appreciation programs, or marketing initiatives.
• Proficiency with Microsoft Office, particularly Excel, Outlook, and Word.
• Familiarity with Canva or similar content creation tools.

Recent college graduates with relevant education, internships, or demonstrated skills are encouraged to apply.

Compensation & Schedule

• Compensation: $26-$32 per hour, depending on qualifications and experience.
• Employment Type: Full-Time, Non-Exempt
• Location: Folsom, California — In Person