Marketing and Member Services Coordinator

About the role

Graystone Group is supporting an established wealth management firm in Charlotte, North Carolina, seeking a highly organized and proactive Marketing and Member Services Coordinator. The position combines member services, editorial production, digital marketing, and content distribution. The coordinator will help deliver a high-quality member experience and expand the reach of the firm's newsletter, podcast, digital content, and other marketing initiatives.

Responsibilities

• Serve as a primary point of contact for member questions, requests, and general troubleshooting.
• Assist with establishing and processing new memberships, managing renewals, maintaining member information, processing account updates, and coordinating gift memberships.
• Provide timely, professional, and responsive member support; maintain accurate membership records and assist with general membership administration.
• Review and make requested edits to newsletter articles before publication. Original article writing is not required.
• Upload and publish articles and other content to the firm's website, format newsletter content, and prepare completed issues for printing.
• Coordinate with internal team members regarding advertisements and other newsletter content.
• Post blogs and other editorial content to the firm's website, and help maintain consistent formatting, branding, and presentation across published materials.
• Coordinate newsletter production timelines to help ensure content is completed and distributed on schedule.
• Create and distribute marketing emails promoting newsletter issues, blogs, podcasts, and other content.

Requirements

• Excellent communication skills and strong attention to detail.
• Highly organized and proactive, with an interest in working across multiple projects and interacting directly with members.

Key facts

• The position combines member services, editorial production, digital marketing, and content distribution.
• The coordinator will support a wealth management firm in Charlotte, North Carolina.
• The role calls for excellent communication skills and strong attention to detail.