WHO WE'RE LOOKING FORAre you a detail-oriented professional who thrives in a fast-paced environment and loves supporting client success? We're seeking an Executive Assistant to partner with our Customer Success Senior Manager at a growing digital marketing agency specializing in financial advisors.WHO YOU ARE:A proactive problem-solver who anticipates needs before they ariseExcellent communicator who can professionally interact with high-value financial advisor clientsTech-savvy individual comfortable with CRM systems, calendar management, and digital marketing platformsDetail-oriented professional who never lets anything slip through the cracksSomeone who thrives on organization and process improvementWHAT YOU'LL DOClient Onboarding Excellence:Build and optimize bio pages for new financial advisor clientsCoordinate with account managers to ensure seamless client setupConfigure calendar linking systems and GHL account setupsEnsure every new client has a flawless onboarding experienceClient Relationship Management:Facilitate & Manage all client offboarding communications with professionalismExecute drip message campaigns and implement client-requested changesConduct thorough account audits to identify and resolve messaging errorsHandle monthly billing follow-ups and renewal communicationsMeeting Support & Documentation:Attend weekly client meetings as the CSM's right handTake detailed meeting notes and create actionable task listsCollaborate with account managers to ensure all client requests are tracked and completedMaintain organized records of all client interactions and outcomesWHAT WE'RE LOOKING FORMUST HAVES:2+ years of executive assistant or client support experienceProficiency with CRM systems (GHL experience preferred)Strong written and verbal communication skillsExperience with calendar management and scheduling toolsProven ability to manage multiple priorities simultaneouslyNICE TO HAVES:Experience in digital marketing or financial servicesFamiliarity with marketing automation platformsPrevious experience supporting customer success teamsIf this sounds like a good fit, apply here: https://form.jotform.com/242826671833160