Client & Marketing Relations Coordinator

ClearView Financial Solutions is seeking an energetic, professional, and customer-focused Client & Marketing Relations Coordinator to join their growing team in Elmvale, Ontario.

This part-time position combines front office administration, client relations, marketing, and business development. The ideal candidate is organized, tech-savvy, personable, and enjoys creating positive client experiences while supporting the growth of the business.

Position Details

Position: Client & Marketing Relations Coordinator
Location: Elmvale, ON
Wage: $23.00 per hour
Hours: Part-time

Schedule

• Tuesday: 9:30 AM – 4:30 PM
• Wednesday: 12:30 PM – 5:30 PM
• Thursday: 12:30 PM – 4:30 PM

Total: 18 hours per week

Key Responsibilities

Client Relations & Front Office

• Welcome and assist clients in person and by phone
• Manage incoming calls, emails, and appointment scheduling
• Maintain accurate client records and documentation
• Follow up with prospective and existing clients
• Provide exceptional customer service and support
• Coordinate meetings, paperwork, and administrative tasks
• Assist advisors with day-to-day office operations

Marketing & Business Development

• Create and manage marketing campaigns across various platforms
• Design marketing materials and promotional content
• Update website content and social media channels
• Conduct client outreach and follow-up calls
• Support lead generation and referral initiatives
• Assist with community events, seminars, and client appreciation activities
• Monitor marketing performance and recommend improvements

Technology & Software

• Create marketing materials using Adobe Express
• Design and edit graphics using Adobe Photoshop
• Manage client communications and marketing initiatives through Microsoft Dynamics 365 — strong experience is considered a major asset
• Use Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
• Maintain digital records and marketing databases

Qualifications

• Excellent verbal and written communication skills
• Strong phone etiquette and customer service skills
• Professional appearance and positive attitude
• Strong organizational and time-management skills
• Ability to multitask in a fast-paced environment
• Experience with marketing, social media, and content creation
• Experience with Adobe Express and Adobe Photoshop is a major asset
• Experience with Microsoft Dynamics 365 is a major asset
• Knowledge of financial services is an asset but not required

The Ideal Candidate

The successful candidate will be a motivated self-starter who enjoys working with people, building relationships, creating marketing content, and contributing to business growth. This individual will play an important role in enhancing the client experience while supporting ClearView Financial Solutions' marketing and outreach initiatives.