ClearView Financial Solutions is seeking an energetic, professional, and customer-focused Client & Marketing Relations Coordinator to join their growing team in Elmvale, Ontario.
This part-time position combines front office administration, client relations, marketing, and business development. The ideal candidate is organized, tech-savvy, personable, and enjoys creating positive client experiences while supporting the growth of the business.
Position Details Position: Client & Marketing Relations Coordinator Location: Elmvale, ON Wage: $23.00 per hour Hours: Part-time
Schedule Tuesday: 9:30 AM – 4:30 PM
Wednesday: 12:30 PM – 5:30 PM
Thursday: 12:30 PM – 4:30 PM
Total: 18 hours per week
Key Responsibilities Client Relations & Front Office
Welcome and assist clients in person and by phone
Manage incoming calls, emails, and appointment scheduling
Maintain accurate client records and documentation
Follow up with prospective and existing clients
Provide exceptional customer service and support
Coordinate meetings, paperwork, and administrative tasks
Assist advisors with day-to-day office operations
Marketing & Business Development
Create and manage marketing campaigns across various platforms
Design marketing materials and promotional content
Update website content and social media channels
Conduct client outreach and follow-up calls
Support lead generation and referral initiatives
Assist with community events, seminars,



and client appreciation activities
Monitor marketing performance and recommend improvements
Technology & Software
Create marketing materials using Adobe Express
Design and edit graphics using Adobe Photoshop
Manage client communications and marketing initiatives through Microsoft Dynamics 365 — strong experience is considered a major asset
Use Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint
Maintain digital records and marketing databases
Qualifications Excellent verbal and written communication skills
Strong phone etiquette and customer service skills
Professional appearance and positive attitude
Strong organizational and time-management skills
Ability to multitask in a rapid-paced environment
Experience with marketing, social media, and content creation
Experience with Adobe Express and Adobe Photoshop is a major asset
Experience with Microsoft Dynamics 365 is a major asset
Knowledge of financial services is an asset but not required
The Ideal Candidate The successful candidate will be a motivated self-starter who enjoys working with people, building relationships, creating marketing content, and contributing to business growth. This individual will play an important role in enhancing the client experience while supporting ClearView Financial Solutions' marketing and outreach initiatives.

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📌 Client & Marketing Relations Coordinator (Ontario)
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