Client Engagement Coordinator, Wealth & Asset Management Group

Client Engagement Coordinator, Wealth & Asset Management Group

Barron's Wealth & Asset Management Group harnesses the power of an elite community of the nation’s 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 (Barron’s 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 Barron’s brand and be a key contributor ensuring a smooth client experience leading up to and in attendance at Barron’s 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 Barron’s Advisor Summits.

• 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

• NYC-area based
• Bachelor’s 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:
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