Client Service and Marketing Specialist

Job overview

The Client Service and Marketing Specialist role is in person in Folsom, CA, and pays $26–$32 per hour depending on qualifications and experience. The position supports Arete Wealth Planning, an established financial planning practice focused on strong client relationships and personalized service. The specialist combines client service, marketing, event coordination, and relationship management to create a consistent client experience. The role helps the practice maintain client engagement through organized communications, events, social media, and CRM reporting while supporting daily office operations.

What you'll do

• Welcome clients, visitors, and callers
• coordinate client appreciation initiatives and personalized gifts
• maintain client information and assist with segmentation
• schedule approved social media content and support marketing campaigns
• coordinate event logistics and follow-up
• use CRM software to track activities and generate reports
• support front desk coverage, mail, and office coordination
• collaborate with the team on daily operations.

What we're looking for

Skills & competencies

client service

marketing specialist

client relationships

social media

event planning

crm

financial planning

folsom ca

arete wealth planning

$26–$32/hour

full-time

bachelor’s degree

recent graduates encouraged

Work arrangement

• Weekend coverage required

Benefits & perks

• The posting highlights meaningful work, varied responsibilities, a collaborative environment, professional development, and opportunities to take ownership of initiatives.

Why this role

A bachelor’s degree is required, preferably in marketing, communications, business, or a related field. Prior financial services experience is not required. Recent graduates with relevant education, internships, or demonstrated skills are encouraged to apply. Benefits described include professional development and ownership of important initiatives.

About the employer

Jambalaya Group is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.