Director of First Impressions, Client Experience & Marketing Coordinator
About The Position
As our Director of First Impressions, Client Experience & Marketing Coordinator, you’re more than a “front desk.” You set the tone for every client and prospect. You are the voice, the smile, and often the name clients remember — and the one who makes them feel known, cared for, and confident.
What You’ll Do
- Be the first point of contact: calls, walk-ins, events, and written communications.
- Take full ownership of our social media channels—creating, posting, and innovating new ideas to drive brand awareness and engagement.
- Collaborate on event planning and referral programs, always looking for ways to create “wow” moments for our clients.
- Innovate, execute, and track new promotions and client engagement strategies.
- Champion follow-up, cultivating and nurturing client relationships at every stage.
- Use technology to improve communication, marketing, workflows, and reporting—helping our team work smarter and deliver on our promise.
Who Thrives Here
You’ll love working with us if you:
- Are a genuine “people person” who thrives on making others feel welcome and valued.
- Bring energy, positivity, and a contagious “can-do” attitude to every interaction.
- Have a strong service mindset—going the extra mile for others is your default.
- Communicate clearly, warmly, and professionally.
- Are organized, dependable, and attentive to details.
- Enjoy marketing, events, hospitality, and all things client engagement.
- Love learning and using new technology to be more effective—if you don’t know a tool yet, you’re eager to master it.
- Are an autonomous, self-driven learner who takes initiative, adapts quickly, and loves efficiency.
- Share our core values: integrity, service, excellence, and a great attitude.
Dealbreaker: If you aren’t tech savvy and eager to learn new tools (like Canva, scheduling platforms, or using AI to streamline social media), this isn’t the right environment for you.
Key Metrics & Outcomes
Your performance will be measured by your ability to:
- Drive event attendance with creative outreach and follow-up.
- Innovate and execute new, effective promotions (especially via social media).
- Cultivate and nurture an exceptional customer experience—measured through feedback, reviews, and client retention.
- Own and elevate our social media presence and impact.
Your Background Might Include
Your performance will be measured by your ability to:
- Client service, hospitality, or customer experience roles
- Front office, administrative, or marketing support
- Event planning, church/ministry, nonprofit, or volunteer coordination
- Experience in a professional office (financial services not required—we’ll teach you what you need to know!)
Why Join Spectrum Advisors
- Be part of a faith-based, purpose-driven, caring, and innovative team.
- Help shape a client experience that stands out in the industry.
- Opportunities for growth, leadership, and professional development.
- Make a memorable impact on clients’ lives—and your own.
How To Apply
If you’re ready to help make retirements remarkable—and want to join a team where both you and your work will matter—we’d love to meet you!
Fill out the form below and submit your resume with a brief video introducing yourself and telling us:
- Why this role excites you.
- What makes you a strong fit for serving clients at Spectrum Advisors.
- How you’d help create a REMARKABLE client experience.
