Flexible Hours Client Experience Manager for Marketing and Consulting Firm
About Us:
Select Advisors Institute is one of the nation's top branding, marketing and leadership consulting companies for financial and legal companies.
We have been featured in the WSJ, Barrons, InvestmentNews, WealthManagement.com, AccountingToday and more.
We work with:
? Wealth Managers
? Asset Managers
? Accounting Firms
? Law Firms
? Credit Unions
? Hedge Funds
About the Role:
Were looking for 1 to 2 highly organized, intellectually curious individuals to support a variety of projects, including research, writing, and client coordination. This role combines creativity and critical thinking, with opportunities to work on strategic tasks like creating training manuals, drafting business plans, managing marketing campaigns, and concierge-like communications with our clients.
While the role primarily focuses on research and writing, confidence in client-facing tasks is a necessity.
This role is not for someone who:
Needs a lot of instructions and direction to understand what their task is
Is not very comfortable learning new technology
Prefers more high-level, strategic thinking rather than the actual implementation work
Is someone who prefers not to speak up in meetings unless called on, and even then needs a lot of preparation in advance to say something
What Youll Do:
Conduct research and create high-quality written materials, such as project outlines, and instructional documents.
Collaborate with internal team members to manage tasks and ensure projects stay on track.
Write clear instructions to our designers and coders, to ensure alignment with project goals.
Occasionally engage with clients via email or in meetings, presenting ideas or gathering feedback.
Support strategy development by providing insights and recommendations based on research findings.
What Were Looking For:
A fast learner with strong writing skills and a knack for organizing complex information.
Someone who enjoys intellectual challenges and thrives in a fast-paced, varied role.
Confidence in speaking up in meetings or client interactions (even if its not frequent).
A background in humanities or similar fields is a plus, but not required.
Strong attention to detail and the ability to manage multiple projects at once.
Work structure:
This role is available for both part-time and full time
To quality for full-time, you will slowly add to your client list from us, one client at a time, as we see your quality of work
The schedule is flexible, as long as you don't start before 7am PST or go past 5pm PST, and you can have multiple schedules for various days of the week, ie. Mondays from 9-2, Tuesdays from 1-5, etc.
Why Join Us?
This is a unique opportunity to work closely with a small, dynamic team where your ideas and work will directly impact our projects and clients. If youre someone who loves learning, writing, and solving problems, wed love to hear from you.
Job Types: Full-time, Part-time
Pay: $65,000.00 - $110,000.00 per year
Benefits:
Flexible schedule
Health insurance
Paid time off
Schedule:
10 hour shift
4 hour shift
8 hour shift
Day shift
Monday to Friday
Application Question(s):
Which one are you looking for, part time or full time; please describe your ideal schedule.
Please describe your past experience with having clients assigned to you, what your role was, how many clients you were responsible for and what the role entailed.
Imagine you want to make a website similar to this one but bring in more warmth and focus on an elder (50+) audience. What instructions would you write to a designer to do so just on the home banner: https://www.meirawealth.com/
Required: Your Linkedin Profile Link please.
Application Question(s):
Which one are you looking for, part time or full time; please describe your ideal schedule.
Please describe your past experience with having clients assigned to you, what your role was, how many clients you were responsible for and what the role entailed.
Imagine you want to make a website similar to this one but bring in more warmth and focus on an elder (50+) audience. What instructions would you write to a designer to do so just on the home banner: https://www.meirawealth.com/
Required: Your Linkedin Profile Link please.
Application Question(s):
Which one are you looking for, part time or full time; please describe your ideal schedule.
Please describe your past experience with having clients assigned to you, what your role was, how many clients you were responsible for and what the role entailed.
Imagine you want to make a website similar to this one but bring in more warmth and focus on an elder (50+) audience. What instructions would you write to a designer to do so just on the home banner: https://www.meirawealth.com/
Required: Your Linkedin Profile Link please.
Application Question(s):
Which one are you looking for, part time or full time; please describe your ideal schedule.
Please describe your past experience with having clients assigned to you, what your role was, how many clients you were responsible for and what the role entailed.
Imagine you want to make a website similar to this one but bring in more warmth and focus on an elder (50+) audience. What instructions would you write to a designer to do so just on the home banner: https://www.meirawealth.com/
Required: Your Linkedin Profile Link please.
Education:
Bachelor's (Required)
Experience:
Working at the same company: 2 years (Required)
Remote Work: 2 years (Preferred)
Client Retention: 2 years (Required)
Teaching, coaching, consulting: 2 years (Required)
Experience:
Working at the same company: 2 years (Required)
Remote Work: 2 years (Preferred)
Client Retention: 2 years (Required)
Teaching, coaching, consulting: 2 years (Required)
Experience:
Working at the same company: 2 years (Required)
Remote Work: 2 years (Preferred)
Client Retention: 2 years (Required)
Teaching, coaching, consulting: 2 years (Required)
Experience:
Working at the same company: 2 years (Required)
Remote Work: 2 years (Preferred)
Client Retention: 2 years (Required)
Teaching, coaching, consulting: 2 years (Required)
Work Location: Remote
Apply Now
Select Advisors Institute is one of the nation's top branding, marketing and leadership consulting companies for financial and legal companies.
We have been featured in the WSJ, Barrons, InvestmentNews, WealthManagement.com, AccountingToday and more.
We work with:
? Wealth Managers
? Asset Managers
? Accounting Firms
? Law Firms
? Credit Unions
? Hedge Funds
About the Role:
Were looking for 1 to 2 highly organized, intellectually curious individuals to support a variety of projects, including research, writing, and client coordination. This role combines creativity and critical thinking, with opportunities to work on strategic tasks like creating training manuals, drafting business plans, managing marketing campaigns, and concierge-like communications with our clients.
While the role primarily focuses on research and writing, confidence in client-facing tasks is a necessity.
This role is not for someone who:
Needs a lot of instructions and direction to understand what their task is
Is not very comfortable learning new technology
Prefers more high-level, strategic thinking rather than the actual implementation work
Is someone who prefers not to speak up in meetings unless called on, and even then needs a lot of preparation in advance to say something
What Youll Do:
Conduct research and create high-quality written materials, such as project outlines, and instructional documents.
Collaborate with internal team members to manage tasks and ensure projects stay on track.
Write clear instructions to our designers and coders, to ensure alignment with project goals.
Occasionally engage with clients via email or in meetings, presenting ideas or gathering feedback.
Support strategy development by providing insights and recommendations based on research findings.
What Were Looking For:
A fast learner with strong writing skills and a knack for organizing complex information.
Someone who enjoys intellectual challenges and thrives in a fast-paced, varied role.
Confidence in speaking up in meetings or client interactions (even if its not frequent).
A background in humanities or similar fields is a plus, but not required.
Strong attention to detail and the ability to manage multiple projects at once.
Work structure:
This role is available for both part-time and full time
To quality for full-time, you will slowly add to your client list from us, one client at a time, as we see your quality of work
The schedule is flexible, as long as you don't start before 7am PST or go past 5pm PST, and you can have multiple schedules for various days of the week, ie. Mondays from 9-2, Tuesdays from 1-5, etc.
Why Join Us?
This is a unique opportunity to work closely with a small, dynamic team where your ideas and work will directly impact our projects and clients. If youre someone who loves learning, writing, and solving problems, wed love to hear from you.
Job Types: Full-time, Part-time
Pay: $65,000.00 - $110,000.00 per year
Benefits:
Flexible schedule
Health insurance
Paid time off
Schedule:
10 hour shift
4 hour shift
8 hour shift
Day shift
Monday to Friday
Application Question(s):
Which one are you looking for, part time or full time; please describe your ideal schedule.
Please describe your past experience with having clients assigned to you, what your role was, how many clients you were responsible for and what the role entailed.
Imagine you want to make a website similar to this one but bring in more warmth and focus on an elder (50+) audience. What instructions would you write to a designer to do so just on the home banner: https://www.meirawealth.com/
Required: Your Linkedin Profile Link please.
Application Question(s):
Which one are you looking for, part time or full time; please describe your ideal schedule.
Please describe your past experience with having clients assigned to you, what your role was, how many clients you were responsible for and what the role entailed.
Imagine you want to make a website similar to this one but bring in more warmth and focus on an elder (50+) audience. What instructions would you write to a designer to do so just on the home banner: https://www.meirawealth.com/
Required: Your Linkedin Profile Link please.
Application Question(s):
Which one are you looking for, part time or full time; please describe your ideal schedule.
Please describe your past experience with having clients assigned to you, what your role was, how many clients you were responsible for and what the role entailed.
Imagine you want to make a website similar to this one but bring in more warmth and focus on an elder (50+) audience. What instructions would you write to a designer to do so just on the home banner: https://www.meirawealth.com/
Required: Your Linkedin Profile Link please.
Application Question(s):
Which one are you looking for, part time or full time; please describe your ideal schedule.
Please describe your past experience with having clients assigned to you, what your role was, how many clients you were responsible for and what the role entailed.
Imagine you want to make a website similar to this one but bring in more warmth and focus on an elder (50+) audience. What instructions would you write to a designer to do so just on the home banner: https://www.meirawealth.com/
Required: Your Linkedin Profile Link please.
Education:
Bachelor's (Required)
Experience:
Working at the same company: 2 years (Required)
Remote Work: 2 years (Preferred)
Client Retention: 2 years (Required)
Teaching, coaching, consulting: 2 years (Required)
Experience:
Working at the same company: 2 years (Required)
Remote Work: 2 years (Preferred)
Client Retention: 2 years (Required)
Teaching, coaching, consulting: 2 years (Required)
Experience:
Working at the same company: 2 years (Required)
Remote Work: 2 years (Preferred)
Client Retention: 2 years (Required)
Teaching, coaching, consulting: 2 years (Required)
Experience:
Working at the same company: 2 years (Required)
Remote Work: 2 years (Preferred)
Client Retention: 2 years (Required)
Teaching, coaching, consulting: 2 years (Required)
Work Location: Remote
Apply Now