Client Experience & Event Planner

Now Hiring:

Client Experience & Marketing Coordinator

Who Thrives in This Role

The ideal candidate enjoys organizing client events, designing marketing campaigns, and implementing ideas that make our clients’ daily experience memorable and personalized.

This role is best suited for someone who naturally takes initiative and turns ideas into reality. We are looking for a person who notices opportunities before being asked, develops thoughtful recommendations, communicates them confidently, and then drives forward.

Our Team

Legacy Financial is a small and growing financial planning firm based in Ann Arbor helping clients navigate challenging financial goals. Our advice is thoughtful and our service style approachable and welcoming.

Primary Responsibilities

Client Experience & Hospitality

Identify opportunities to surprise and delight clients through thoughtful interactions, meaningful recognition, and exceptional service Learn client preferences, personalities, and important life milestones in order to create personalized experiences and a welcoming environment Lead by example and teach service standards to fellow teammates Marketing & Growth Initiatives

Generate and present marketing ideas to business partners, then lead execution from concept through completion Create and track results of marketing materials including newsletters, presentations, advertisements, invitations, and client communications Events & Relationship Building

Develop creative ideas for client appreciation events, educational workshops, and community gatherings Take ownership of planning and executing events from start to finish Manage vendors, venues, invitations, budgets, logistics, and follow-up communications Evaluate event success and recommend future improvements

Website, Technology & Digital Presence

Maintain and enhance the firm's website and digital presence Create and coordinate content for social media, email campaigns, and online communications Stay informed about emerging technology and AI tools that could improve client service, efficiency, or marketing effectiveness

Qualifications

Ideal Experience

3+ years in marketing, event planning, luxury retail, hospitality, or advanced administrative support Strong written and verbal communication skills Experience coordinating events, projects, or client-facing initiatives Strong comfort level with technology and digital tools including CRM software, email marketing platforms, social media, website management, or similar tools preferred

Professional Expectations

Maintain confidentiality and uphold firm standards for professionalism Use respectful, client-friendly behavior and language in all interactions Maintain a positive, team-oriented approach in a fast-paced environment

How to Apply

Email: [email protected]

3 parts to include:

1-page resume

3 professional references

1–2-minute video introducing yourself and:

A memorable event you’ve organized Someone or something that inspires your daily drive Why Legacy Financial might be a mutual fit 2 quick ideas about what could be better about this job post

Legacy Financial Inc. is an equal opportunity employer that values diversity in gender, race, ethnicity, sexual orientation, disability, religion, age, veteran status, life experiences, and ideas. Legacy Financial Inc. is committed to providing a safe work environment.