Offer summary
Qualifications:
Part of the LPL Financial network, 2+ years in similar role, Proficiency in Redtail CRM, Strong organizational skills, Experience in client service and compliance.Key responsabilities:
- Manage Redtail CRM workflows and templates
- Handle client scheduling and follow-up communications
- Ensure compliance with marketing materials
- Organize team calls and aid in email campaigns
- Track marketing campaign performance and manage LinkedIn activities