Jessie is responsible for promoting the team's services to potential clients and maintaining relationships with existing clients. They work closely with the team's advisors to develop and implement marketing strategies that align with the team's overall goals and objectives. This includes identifying target audiences, developing marketing materials, managing social media accounts, and coordinating events.
In addition to marketing responsibilities, the coordinator also plays a key role in client relationship management. They serve as a point of contact for clients, ensuring their needs are being met and their expectations are exceeded. This involves responding to client inquiries, coordinating client meetings, and maintaining accurate records of client interactions. Overall, the marketing coordinator of a private wealth management team is a critical member of the team, responsible for driving new business and nurturing existing relationships.