Client Engagement Coordinator, Wealth & Asset Management Group

Job Description:

Client Engagement Coordinator Wealth & Asset Management Group

Barrons Wealth & Asset Management Group harnesses the power of an elite community of the nations top financial advisors who collectively manage $9 trillion and use our platforms to share best practices insights and strategies that have resulted in outstanding client outcomes. Our two-decade history of coveted advisor rankings sets the industry standard and serves as a valuable resource for advisors and investors alike.

We host a series of live and virtual national regional and international invitation-only summits to help the most successful advisors further improve their practices. The summits convene the top 1% in the field giving them the opportunity to share game plans for personal and professional growth. The W&AM (Barrons Advisor) group also serves as a thought leader in the industry helping advisors develop best practices benchmark their own practices and advance their development by pairing them with coaches.

Reporting to the Director Wealth Management Partnerships the Client Engagement Coordinator will represent the Barrons brand and be a key contributor ensuring a smooth client experience leading up to and in attendance at Barrons Advisor conferences. Our ideal candidate must combine an aptitude and attitude of willingness to serve and ability to interact with clients as well as a skill set tending toward quality control and accuracy. You will need to be proficient and knowledgeable in all aspects of the benefits attendees receive and be able to clearly communicate those details to clients. The candidate will travel to all Barrons Advisor Summits.

Key Responsibilities include:

Compile invitation lists from Advisor Database and key clients for all Advisor Summits and Regional events

Maintain the Advisor Summit databases for accuracy and efficient use

Assist in the management of the end-to-end registration process including setting up Cvent registration sites managing attendee data providing on-site support and helping with post-event reporting.

Collaborate with Marketing Manager to copywrite coordinate and track delivery of essential event information to attendees

Support on-site registration and check-in process at Advisor Summits and Regional events including distributing event materials and helping to address attendee questions

Set up and maintain event app for Advisor Summits

Intake all inquiries (website email and phone) as it relates to Advisor Summits Rankings and digital offerings and filter to correct department

Submit continuing education credits on behalf of attendees

Help with attendance reporting: Create attendee reports for various stakeholders prepare data to be included in weekly event registration reports analyze attendee data to evaluate year-over-year trends

Assist with client relationship management by creating client portals to collect assets and track deliverables from partners.

Help track inventory organize and ship event equipment and materials

Requirement/Experience:

NYC-area based

Bachelors degree or 1 - 2 years of professional experience is preferred

Strong customer service skills. A dynamic and engaging person who enjoys building relationships gaining expertise and earning trust with our clients

Highly proficient in Excel. Knowledge in G-Suite and previous experience in Cvent technology is a plus.

Strong verbal and written communication skills; copywriting experience preferred but not required

Self-starter who is curious highly organized and detail-oriented

Ability to find inefficiencies and new ways to innovate

Must be a team player with the ability to work effectively in a team or independently. Comfortable and confident when supporting members of the events team and sharing ideas and experiences.

Superior time management skills including the ability to multi-task and function efficiently with very tight deadlines

Ability to travel to events and occasionally work weekends

Reasonable accommodation: Dow Jones Making Careers Newsworthy - We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex sexual orientation gender identity or expression pregnancy age national origin disability status genetic information protected veteran status or any other characteristic protected by law. EEO/Disabled/Vets. Dow Jones is committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application due to a disability email us at Please put Reasonable Accommodation in the subject line and provide a brief description of the type of assistance you need. This inbox will not be monitored for application status updates.

Business Area:

Dow Jones - Wealth & Investing

Job Category:

Marketing & Product Management

Union Status:

Union role

Pay Range: 60000 - 75000

We recognize that attracting the best talent is key to our strategy and success as a company. As a result we aim for flexibility in structuring competitive compensation offers to ensure we are able to attract the best candidates. The quoted salary range represents our good faith estimate as to what our ideal candidates are likely to expect and we tailor our offers within the range based on the selected candidates experience industry knowledge location technical and communication skills and other factors that may prove relevant during the interview process.

Pay-for-performance is a key element in our strategy to attract engage and motivate talented people to do their best work. Similarly to salary for bonus eligible roles targets are set based on a variety of factors including competitive market practice.

For benefits eligible roles in addition to cash compensation the company provides a comprehensive and highly competitive benefits package with a variety of physical health retirement and savings caregiving emotional wellbeing transportation and other benefits including elective benefits employees may select to best fit the needs and personal situations of our diverse workforce..