WHO WE'RE LOOKING FOR
Are 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 arise
Excellent communicator who can professionally interact with high-value financial advisor clients
Tech-savvy individual comfortable with CRM systems, calendar management, and digital marketing platforms
Detail-oriented professional who never lets anything slip through the cracks
Someone who thrives on organization and process improvement
WHAT YOU'LL DO Client Onboarding Excellence:
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
Client Relationship Management:
Facilitate & Manage all client offboarding communications with professionalism
Execute drip message campaigns and implement client-requested changes
Conduct thorough account audits to identify and resolve messaging errors
Handle monthly billing follow-ups and renewal communications
Meeting Support & Documentation:
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
WHAT WE'RE LOOKING FOR MUST HAVES:
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
NICE TO HAVES:
Experience in digital marketing or financial services
Familiarity with marketing automation platforms
Previous experience supporting customer success teams
If this sounds like a good fit, apply here: https://form.jotform.com/242826671833160