Schedule: Monday-Friday | 8:30 AM-4:30 PM
Full-Time | Permanent | On-Site
Express Employment Professionals is recruiting a Client Relations & Marketing Coordinator on behalf of a well-established wealth management practice in Grimsby Ontario.
This is more than an administrative role, it's an opportunity to become the driving force behind the client experience. You'll build lasting relationships with clients, coordinate exclusive client events, develop engaging marketing initiatives, and help shape the firm's brand and client engagement strategy.
If you're an outgoing, polished professional who enjoys connecting with people, thrives on variety, and loves bringing ideas to life, this role offers the chance to make a real impact while working alongside a collaborative and growing advisory team.
What You'll Be Responsible For
Client Administration & Client Experience
- Deliver an exceptional experience for clients from their first interaction through ongoing support.
- Build strong, lasting relationships with clients while serving as a trusted point of contact.
- Coordinate meetings, client communications, onboarding, and ongoing account administration.
- Support advisors by ensuring every client interaction is seamless, personalized, and professional.
- Assist clients with online account access, documentation, and service requests.
Marketing & Client Engagement
- Coordinate client appreciation events, educational seminars, webinars, and dinner events.
- Develop and implement marketing initiatives that strengthen client engagement and support business growth.
- Maintain marketing calendars, event tracking, and client interest databases.
- Create engaging social media content and help grow the firm's online presence.
- Manage website updates, digital communications, newsletters, and client campaigns.
- Coordinate gifts and appreciation initiatives for high-value clients.
- Prepare and distribute client communications, newsletters, educational content, and promotional campaigns on behalf of the advisory team.
Practice Operations
- Support internal administrative processes and ensure client documentation is completed accurately.
- Coordinate multiple priorities while maintaining exceptional attention to detail.
- Work closely with advisors to ensure a seamless client experience from initial contact through ongoing service.
- Identify opportunities to improve administrative workflows and client communication processes.
Qualifications
- Post-secondary education in Business Administration, Marketing, Communications, or a related field is considered an asset.
- 2-5+ years of experience in client service, administration, marketing, event coordination, or a similar role.
- Experience supporting professionals in financial services, wealth management, insurance, or a professional office environment is considered an asset.
- Experience coordinating events and marketing campaigns.
- Proficiency with Microsoft Office, Microsoft Teams, and social media platforms.
- Experience managing website content or digital marketing initiatives is considered an asset.
- Excellent written and verbal communication skills.
Profile of Success
We're looking for someone who is:
- A natural relationship builder who enjoys working directly with clients.
- Highly organized with exceptional attention to detail.
- Comfortable managing multiple priorities in a fast-paced environment.
- Creative, proactive, and eager to contribute new marketing ideas.
- Professional, polished, and confident communicating with high-net-worth clients.
- Self-motivated with the ability to work independently while collaborating with a close-knit team.
- Adaptable and willing to take on a variety of responsibilities as business needs evolve.
What's In It for You
- Competitive salary based on experience.
- Permanent, full-time opportunity with a respected financial planning practice.
- Three weeks of paid vacation.
- Employer-paid health and dental benefits after three months.
- Performance-based bonus opportunities.
- Annual team-building events and company retreats.
- Opportunity to make a meaningful impact on both the client experience and the firm's continued growth.
- Supportive, collaborative, and team-oriented work environment with long-term career growth opportunities.
Working Conditions
- Full-time, on-site position located in Guelph.
- Monday-Friday, 8:30 AM-4:30 PM.
- Regular interaction with clients, advisors, and external partners.
How to Apply:
Interested candidates are encouraged to apply through Express Employment Professionals Guelph. Apply online or call 519-821-4275 or email resume to [email protected]
Express Employment Professionals (Guelph) is a licensed Temporary Help Agency operating in full compliance with the Ontario Employment Standards Act, Pay Transparency requirements (effective January 1, 2026), the Ontario Human Rights Code, and all applicable Temporary Help Agency regulations. We welcome applications from all qualified candidates and do not require Canadian experience. Applicants are advised that artificial intelligence tools may be used to support initial screening, assessment, or selection processes. Express Employment Professionals provides reasonable accommodation throughout the recruitment process upon request. This job posting and any associated applicant information will be retained for a period of three (3) years in accordance with provincial regulations.
Pay: $70,000.00-$80,000.00 per year
Work Location: In person
