Seeking an Executive Assistant to partner with our Customer Success Senior Manager at a growing digital marketing agency specializing in financial advisors.
We are looking for a proactive problem-solver who anticipates needs before they arise, an excellent communicator who can professionally interact with high-value financial advisor clients, and a tech-savvy individual comfortable with CRM systems, calendar management, and digital marketing platforms.
Key Responsibilities
* Build and optimize bio pages for new financial advisor clients
* Coordinate with account managers to ensure seamless client setup
* Configure calendar linking systems and GHL account setups
* Ensure every new client has a flawless onboarding experience
* Facilitate & Manage all client offboarding communications with professionalism
* Handle monthly billing follow-ups and renewal communications
* Attend weekly client meetings as the CSM's right hand
* Take detailed meeting notes and create actionable task lists
* Collaborate with account managers to ensure all client requests are tracked and completed
* Maintain organized records of all client interactions and outcomes
Requirements
* 2+ years of executive assistant or client support experience
* Proficiency with CRM systems (GHL experience preferred)
* Strong written and verbal communication skills
* Experience with calendar management and scheduling tools
* Proven ability to manage multiple priorities simultaneously
* Experience in digital marketing or financial services
* Familiarity with marketing automation platforms
* Previous experience supporting customer success teams