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