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.
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
Previous experience in events and Cvent technology
G-Suite and Asana knowledge is a plus
Previous internship experience
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.