Job Description
The ideal candidate will be a proactive problem-solver who can anticipate needs before they arise. Excellent communication skills are essential, as the successful individual will professionally interact with high-value financial advisor clients.
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
* Evaluate and improve the onboarding experience for all clients
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
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
Additional Skills
* Experience in digital marketing or financial services
* Familiarity with marketing automation platforms
* Previous experience supporting customer success teams