Client Services & Marketing Coordinator

Posted 2 days ago

sis financial groupHoffman Estates (IL)

Market Research Analysts and Marketing Specialists Other Services Related to Advertising

SENIORITY

Senior

SALARY

$55,000–$60,000

Apply

About the role

Full-time | In-office | Salary: $55,000–$60,000 based on experienceSIS Financial Group, an established financial advisory firm that caters to the 55+ community, is seeking an organized, personable, and detail-oriented Client Services & Marketing Coordinator to support our team, clients, office operations, and ongoing marketing efforts. This role is ideal for someone who enjoys working with people, staying organized, managing multiple priorities, and helping ensure both client and business needs continue moving forward.

Responsibilities:

Assist clients with service requests, paperwork, account documentation, and general questions.
Maintain accurate and organized client records and files.
Prepare materials and documentation for client meetings and reviews.
Assist with new client onboarding and ongoing client follow-up.
Maintain internal client, prospective business, and tracking reports.
Answer phones and provide front desk support as needed.
Assist with client communications, newsletters, email campaigns, and marketing materials.
Coordinate with outside marketing partners and vendors to help keep projects and requests moving forward.
Help coordinate client appreciation, referral, holiday, and special events.
Manage event invitations, RSVPs, vendors, gifts, and materials.
Order marketing materials, promotional items, client gifts, and office supplies as needed.
Provide general administrative and operational support to advisors and the office.

Qualifications:

Strong organizational and time-management skills
High attention to detail and follow-through
Professional, personable, creative, and proactive
Ability to manage multiple priorities independently
Strong computer and administrative skills
Experience in client service, administration, or a professional office environment is required
Financial services experience is a plus, but not required
Experience with Office 365, Canva, and Constant Contact a plus
Marketing experience required
Must travel between Hoffman Estates and Naperville offices

What We Offer:

Paid holidays
Generous PTO
Quarterly performance bonus
Health insurance through BCBS
401k
Supportive and team-oriented work environment
Opportunities for professional growth and development

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.