CLIENT ENGAGEMENT SPECIALIST – PROSPECT OUTREACH, CLIENT EXPERIENCE & OPERATIONAL GROWTH

Location: Roseville, CA (On-site, Full-Time / Part-Time)
Join a purpose-driven financial planning team that values people, precision, and progress. At IndigoFlow Wealth Advisory, we serve business owners and retirees with thoughtful, comprehensive planning—and we take pride in every detail of the client experience.
We’re hiring a Client Engagement Specialist to serve as the relational and operational backbone of our growing firm. This is not a stepping-stone role—it’s a long-term opportunity for someone who wants to grow in responsibility and impact over time. You’ll help us nurture client relationships, execute marketing and service processes, and ensure everything runs smoothly behind the scenes.
The right fit for this role is someone who finds deep satisfaction in doing things well. You’re dependable, empathetic, highly organized, and motivated by a sense of purpose. You’re known for your follow-through and professionalism. You care about the people you serve, the quality of your work, and being part of a team where excellence is the standard.

WHAT SETS YOU APART

• You’re an excellent communicator—whether on the phone, in person, or in virtual meetings. You enjoy nurturing relationships and taking care of people, ensuring they feel seen and supported.
• You’re warm, emotionally aware, and naturally put people at ease
• You follow through consistently and take ownership of details
• You enjoy structured tasks, checklists, and helping others succeed
• You’re thoughtful, clear in your communication, and take pride in your work
• You’re looking for a stable, long-term career path in a values-driven firm

QUALIFICATIONS

• 4-year college degree required
• 2+ years in client service, hospitality, marketing, or admin coordination roles
• Strong comfort with technology: CRM, email platforms, scheduling systems, and social media tools
• Experience in financial services, boutique consulting, or professional services preferred

• Manage outreach to prospects and clients (calls, emails, texts) with warmth and clarity
• Create a professional, welcoming client experience in person and online
• Own scheduling, inbound calls, and CRM data accuracy
• Coordinate logistics and communication for events and campaigns
• Responsible for executing the marketing calendar, including digital marketing (social media, website, blog).
• Keep the office environment organized, stocked, and running smoothly
• Follow through on key processes to support a consistent, referable client journey