Client Service Associate – Marketing Operations

Future Planning Associates, Inc.; El Segundo, Northern (CA, KY); Hybrid; USD 75,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits package

Competitive base salary

Job summary

Future Planning Associates, Inc. in the Los Angeles area seeks a Client Service Associate – Marketing Operations to support marketing materials, CRM, and website updates.

The role collaborates with portfolio managers, client teams, and relationship managers to deliver data and materials for strategies, funds, and managed accounts. You will manage workflow for marketing deliverables, produce collateral across products, create templates, maintain quality control, and assist with ad hoc projects in

Qualifications

• 3-5+ 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.

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
• 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
• Cross‑functionally collaborate to effectively complete operational duties
• Assist with the implementation of ad hoc projects, such as a slide management tool

Skills

Attention to detail

Strong written and oral communication

Organizational and planning skills

Team collaboration

Proactive and self-starting

Analytical thinking

Branding awareness

Independent and adaptable

Speak up and give feedback

Education

Bachelor's degree in related field

Tools

Excel

Word

PowerPoint

Adobe Creative Suite

Salesforce

Website maintenance/design

AI tools

Job description

Client Service Associate – Marketing Operations

Position Details

Company Overview:

FPA is a Los Angeles area-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long‑term returns while maintaining a focus on capital preservation.

Department Overview:

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.

FPA is an Equal Opportunity Employer

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Legal Disclosures

Investments, including investments in mutual funds, carry risks and investors may lose principal value. The information included in this website is based on the assumptions and analysis made and believed to be reasonable by FPA. However, no assurance can be given that FPA’s opinions or expectations will be correct. The information included herein is intended for informational purposes only and should be not considered a recommendation or solicitation to purchase securities. Past performance is no guarantee of future results.

The FPAopen-end mutual funds and ETFs are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC and FPA are not affiliated.

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