Client Relationship & Marketing Coordinator
- Location
- Carmel, IN · On-site
- Job type
- Full-time
- Level
- Mid-level
- Listed
- 21 days ago
Skills & highlights for this role
- Salesforce CRM
- email marketing campaigns
- event planning
Also useful
- marketing dashboards
- social media management
About the role
We are a small, established financial planning practice looking for a Client Relationship & Marketing Coordinator to become an important part of our team.
This is a hands-on role for someone who enjoys people, details, technology and variety. You will help us create an exceptional experience for our clients while coordinating the marketing activities, events, communications and systems that support our relationships and help our practice grow.
What You Will Do
- Build relationships with clients and coordinate the thoughtful touches that make their experience with our practice special.
- Plan and coordinate client appreciation and educational events from beginning to end.
- Lead client email communications, including newsletters, event invitations and other campaigns. Help execute our annual marketing plan and maintain our website and social media presence.
- Serve as a key resource for Salesforce CRM, dashboards and other marketing technology, helping the team use these systems effectively.
- Track annual goals, prospective clients and new-business opportunities and provide meaningful updates to leadership. Review reports and results, recognize trends and help identify appropriate next steps.
- Coordinate marketing materials, promotional items and outside vendors.
- Take ideas, figure out how to make them happen and follow them through to completion.
You Might Be a Great Fit If You
- Genuinely enjoy getting to know people and building long-term relationships. Are organized, dependable and naturally attentive to details.
- Like having ownership of your work and making sure things get done.
- Are comfortable moving between client interaction, event planning, technology, reporting and marketing activities.
- Enjoy learning systems and often become the person others turn to when they need help figuring something out. Can look at information or a report and recognize when something deserves attention.
- Enjoy being part of a small, close-knit team where everyone contributes.
Compensation
- Starting compensation is generally expected to be in the upper$30,000s to lower $40,000s, with flexibility for the right candidate based on experience, skills and overall fit.
Full-Time/Part-Time
Full time
About Ameriprise
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Equal opportunity and legal notices
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
From Ameriprise's careers page, first listed on Rolev.ai on October 20, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
Rolev.ai is a job search and application tool for US job seekers. For this Client Relationship & Marketing Coordinator role at Ameriprise, it shows how your resume fits, tailors your resume to the posting, and prepares the application for you to review.
See how you fit
Openings from employer career sites are ranked against your whole resume—and searchable inside Claude, ChatGPT, and Cursor via Rolev.ai MCP.
Tailor without inventing
Every change to your resume is checked against your original. New experience goes in only with your yes—zero fabricated claims.
Draft the full kit
Tailored and Full Match resumes, role-specific cover letters, and answers to employer screening questions are prepared in seconds.
1-Click Extension Autofill
The Chrome extension fills the employer's Greenhouse, Workday, Lever, or Ashby form in 1 click. You review it and press Submit.
Similar roles
- In House Marketing CoordinatorWynd · San Diego area · $21 – $118000/hr
- Marketing Coordinator (Part-Time)Harvard University · Cambridge, MA · $54/hr
- Entry Level Marketing CoordinatorAlphabe Insight Inc. · Charlotte, NC · $17 – $27/hr
- Marketing CoordinatorCrest Industries · Pineville, LA
- Marketing CoordinatorYugo · Austin, TX
- Marketing Coordinator (Part Time)Maze · Remote (US)
Common questions
Where is the Client Relationship & Marketing Coordinator job at Ameriprise located?
This Client Relationship & Marketing Coordinator position at Ameriprise is located in Carmel, IN (On-site). Always check Ameriprise's application page for specific state eligibility or relocation policies.
What qualifications are required for Client Relationship & Marketing Coordinator at Ameriprise?
For the Client Relationship & Marketing Coordinator role, Ameriprise highlights experience with Salesforce CRM, email marketing campaigns, event planning. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Client Relationship & Marketing Coordinator position at Ameriprise?
This listing links directly to Ameriprise's Workday application page. You can apply directly on Ameriprise's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Workday application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.