Client Service and Marketing Specialist
The Client Service & Marketing Specialist at Confidential Client is responsible for enhancing client relationships through personalized service, event coordination, and marketing initiatives. This role combines client engagement, social media management, CRM utilization, and event planning to create exceptional client experiences within a collaborative, office-based environment.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, PR, Advertising & Marketing.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role overview
Confidential Client is hiring a Client Service & Marketing Specialist to join their team in Folsom, CA. This in-person, full-time role blends client-facing service, event coordination, social media and marketing support, CRM maintenance, and reporting. The position offers $26–$32 per hour (dependent on experience) and is a great fit for an organized, outgoing candidate who enjoys both creative and analytical responsibilities.
What You’ll Do
- Serve as a welcoming first point of contact for clients, visitors, and incoming calls; help create a warm, professional, and memorable client experience.
- Coordinate client appreciation initiatives, personalized gifts, recognition programs, and meaningful outreach.
- Maintain accurate client records and assist with client segmentation using CRM software.
- Create, schedule, and maintain social media content using approved materials and ensure compliance with industry requirements.
- Support marketing campaigns, communications, and branded promotional materials.
- Assist with planning and executing client events, educational sessions, and other practice activities — handle logistics, RSVPs, vendors, and post-event follow-up.
- Generate reports, maintain dashboards, and monitor engagement initiatives to provide actionable insights to the team.
- Manage multiple projects with strong attention to detail and proactively identify process improvements.
- Provide general office support as needed, including front desk coverage and team coordination.
Who We’re Looking For
Required qualifications
- Bachelor’s degree (marketing, communications, business, or related field preferred) or equivalent experience.
- Excellent written and verbal communication skills.
- Friendly, professional, and outgoing demeanor with strong interpersonal skills.
- Strong organizational skills, attention to detail, and the ability to manage competing priorities.
- Comfortable using technology, spreadsheets, and CRM platforms.
- Proactive, self-starting attitude and ability to work independently and as part of a team.
- Ability to work full-time in Folsom, CA (in person).
Preferred qualifications
- Experience in marketing, client service, banking, or another professional services environment.
- Familiarity with CRM software, reporting, or dashboard creation.
- Experience managing social media accounts and creating digital content (Canva familiarity a plus).
- Event coordination or client appreciation program experience.
- Proficiency with Microsoft Office, particularly Excel, Outlook, and Word.
- Recent graduates with relevant internships or demonstrated skills are encouraged to apply.
Compensation & Schedule
- Compensation: $26–$32 per hour (based on qualifications and experience).
- Employment type: Full-Time, Non-Exempt.
- Location: Folsom, CA — In Person.
- A background check will be required where permitted by law.
Benefits & Why Join
- Meaningful work: Help strengthen long-term client relationships through thoughtful service and engagement.
- Variety: A blended role covering client service, marketing, events, and analytics.
- Collaborative environment: Work closely with a small, established team where your contributions matter.
- Professional development: Build skills in client relationship management, marketing, and reporting.
- Opportunity for ownership: Lead initiatives that shape the client experience.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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