Client Concierge/Marketing Specialist

Client Concierge / Marketing Specialist
Location: Elliott City, Maryland - Morgan Wealth Advisory Group, a Private Wealth advisor practice of Ameriprise Financial

Are you passionate about delivering exceptional client experiences and have a flair for marketing? We’re looking for a Client Concierge / Marketing Specialist to join our dynamic financial advisory practice.

In this role, you’ll be the welcoming face of our team—managing key client service touchpoints, supporting marketing initiatives, and ensuring every client interaction is memorable. This is a great opportunity for someone who is organized, proactive, and service-oriented, with a strong understanding of how client experience fuels client satisfaction and business growth.

What You'll Do

Client Experience & Engagement

• Be the main point of contact for client inquiries and scheduling
• Assist with onboarding new clients and support their use of the Ameriprise Secure Site and app
• Coordinate our client WOW program, gifting, milestones, and appreciation events
• Manage the client service model and track key touchpoints and referrals
• Maintain our Salesforce CRM and ensure timely follow-up and communication

Marketing Support

• Help design and maintain branded materials and presentation templates
• Develop and manage client referral pipelines, including CPA/attorney/prospect lists
• Draft communications and email campaigns for client segments
• Assist with planning and executing engaging client events and marketing strategies

Practice Management

• Manage compliance tracking and internal workflows
• Look for opportunities to improve processes and boost team efficiency
• Support the operations manager and advisors with key administrative tasks

What We're Looking For

• 3–5 years of experience in client service, hospitality, marketing, or admin roles (financial services experience a plus)
• Excellent written and verbal communication skills
• Highly organized and detail-oriented, with strong interpersonal skills
• Tech-savvy, especially with Microsoft Office and CRM tools (Salesforce preferred)
• A high degree of professionalism, integrity, and discretion

Other Details

• Compensation: $24-$27 per hour, depending on experience
• Benefits include:

• • 401k with a match
  • Three weeks of PTO to start
  • Nine paid holidays
  • Health insurance benefits with up to $300 towards premiums
  • Short and long-term disability

• We’ll ask you to obtain your SIE (Securities Industry Essentials Exam)by the end of your first year of employment
• Strong candidates will be self-starters who thrive in a fast-paced, professional environment

To Apply:
Submit your resume and a brief cover letter sharing why you're excited about this opportunity.