Client Service Associate - Marketing Operations

FPA (FPA Funds); El Segundo (CA); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Benefits package

Hybrid work model

Job summary

FPA Funds in El Segundo, CA, is seeking a Marketing Materials Specialist within Client Service. The role supports sourcing, creating and delivering data and collateral for our funds, SMA, and private funds, while coordinating updates to WordPress CMS and the public website.

The ideal candidate has 3-5+ years in financial services marketing support, strong attention to detail, Excel, PowerPoint, Adobe Creative Suite, and experience with Salesforce.

Qualifications

• Acute attention to accuracy and detail.
• Driven and a self-starter, with an ability to deliver results in a demanding and dynamic environment
• Effective organizational and planning skills with the capacity to prioritize and manage multiple deadlines
• Experience/desire to work in a fast-paced industry and effectively collaborate with all levels of personnel both internally and externally
• Excellent oral communication and proactive follow up skills
• Strong analytical and critical thinking capabilities – exhibiting problem-solving skills
• Focused on continuous improvement and operational discipline
• An understanding and affinity for branding and identity - high-drive to elevate the brand and improve/innovate ways to present the firm and strategies
• A strong understanding, passion, and pursuit of technical trends
• Highly motivated with demonstrated initiative, independence, and adaptability
• Willingness to speak up and share and receive constructive input and opinions

Responsibilities

• Assist with managing the workflow process to track and report the delivery of marketing materials and client communication efforts firm-wide
• Support the production of marketing materials, specifically:
• Regularly produce marketing collateral, presentations, and communications across products including Public Funds (Mutual Funds, ETF’s, Closed End List Funds, CIT’s), Separately Managed Accounts (SMA’s) and Private Funds
• Design/create templates to improve branding/messaging of marketing materials
• May include e-blasts, LinkedIn posts, website images/banners
• Establish/support effective quality control processes for data and materials production
• Website management
• Support updates to the public website with firm/team-specific information, data, and ad hoc requests
• Coordinate updates of the Content Management System, WordPress
• Support the management of internal Client Service databases, applications and/or DDQ initiatives. This may include maintenance of the email marketing database, marketing materials tracker, disclosure library, and/or CRM system.
• Cross-functionally collaborate (internally and externally) to effectively complete operational duties
• Assist with the implementation of ad hoc projects, such as a slide management tool

Skills

Attention to detail

Self-starter

Organizational skills

Communication skills

Branding

Analytical thinking

Adaptability

Team collaboration

Technological trends

Initiative

Education

Bachelor's degree in related field

Tools

Adobe Creative Suite

Salesforce

Excel

PowerPoint

Word

WordPress

CRM system

Email marketing

Job description

The Client Service department provides support to prospects and clients, portfolio managers, client team, and relationship managers by performing operational and administrative functions for our strategies, funds, and/or managed accounts. The type of support generally includes sourcing, creating, and delivering data and marketing materials, supporting the launch of new product collateral, managing the operational diligence process for prospects and clients,supporting the Customer Relationship Management (CRM) system, public website, and other marketing and client related software, and supporting the internal coordination and completion of ad hoc/day-to-day projects and requests.

Responsibilities of This Role:

• Assist with managing the workflow process to track and report the delivery of marketing materials and client communication efforts firm-wide
• Support the production of marketing materials, specifically:
• Regularly produce marketing collateral, presentations, and communications across products including Public Funds (Mutual Funds, ETF’s, Closed End List Funds, CIT’s), Separately Managed Accounts (SMA’s) and Private Funds
• Design/create templates to improve branding/messaging of marketing materials
• May include e-blasts, LinkedIn posts, website images/banners
• Establish/support effective quality control processes for data and materials production
• Website management
• Support updates to the public website with firm/team-specific information, data, and ad hoc requests
• Coordinate updates of the Content Management System, WordPress
• Support the management of internal Client Service databases, applications and/or DDQ initiatives. This may include maintenance of the email marketing database, marketing materials tracker, disclosure library, and/or CRM system.
• Cross-functionally collaborate (internally and externally) to effectively complete operational duties
• Assist with the implementation of ad hoc projects, such as a slide management tool

Qualifications:

• Acute attention to accuracy and detail
• Driven and a self-starter, with an ability to deliver results in a demanding and dynamic environment
• Effective organizational and planning skills with the capacity to prioritize and manage multiple deadlines
• Experience/desire to work in a fast-paced industry and effectively collaborate with all levels of personnel both internally and externally
• Excellent oral communication and proactive follow up skills
• Strong analytical and critical thinking capabilities – exhibiting problem-solving skills
• Focused on continuous improvement and operational discipline
• An understanding and affinity for branding and identity - high-drive to elevate the brand and improve/innovate ways to present the firm and strategies
• A strong understanding, passion, and pursuit of technical trends
• Highly motivated with demonstrated initiative, independence, and adaptability
• Willingness to speak up and share and receive constructive input and opinions

Requirements:

• 3-5 plus years of relevant work experience preferred, financial services experiences a plus
• Bachelor's degree in related field preferred
• Proficiency in Excel, Word, and PowerPoint
• Knowledge of Adobe Creative Suite, and other graphic software a plus
• Experience with marketing and Salesforce a plus
• Experience with website maintenance and design a plus
• Experience with project management and/or process redesign a plus
• Experience with AI tools a plus

This position is offered as a hybrid model based in El Segundo, California.

Salary Range: $75,000 - $95,000 base salary + bonus and comprehensive benefits package. Base salary will be determined by applicant’s skills, experience, geographic location, and pay equity considerations.