Client Engagement Coordinator

Learn more about Dow Jones
Dow Jones

Dow Jones

Client Engagement Coordinator

New York, NY
Full Time
  • Responsibilities

    The Client Engagement Coordinator 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. Reporting to the Associate Director, Wealth Management & Advisor Memberships, the Client Engagement Coordinator will represent the Barron’s brand and be a key contributor to the client experience leading up to and in attendance at Barron’s conferences. The candidate 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.

    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

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

    Support pre-event and on-site registration at Advisor Summits and Regional events (both in-person and virtual)

    Create On Demand and virtual access sites 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

    Create attendee reports for various stakeholders

    Assist with client relationship management, along with collecting assets from our partners and tracking deliverables.

  • Qualifications

    Bachelor’s degree

    Strong Customer Relation skills

    A dynamic and engaging person, who enjoys building relationships, gaining expertise, and earning trust with our clients

    Self-starter who is highly organized and detail-oriented

    Highly proficient in Excel

    Ability to find inefficiencies and new ways to innovate

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

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

    Ability to travel to events

  • Desired skills

    Previous experience in events and Cvent technology

    G-Suite and Asana knowledge is a plus

    Previous internship experience

  • Industry
    Online Media
  • About Us

    Starting out as a niche news agency in an obscure Wall Street basement, Dow Jones has become a worldwide news and information powerhouse, with prestigious brands including our flagship Wall Street Journal, Dow Jones Newswires, Factiva, Barron’s, MarketWatch and Financial News and other great products. World-class journalism lies at the core of our growing news-derived data capabilities, driven by innovation in AI and machine learning. We understand that the better the provenance of information, the greater the opportunity.