Client Services & Marketing Associate

Shaker Investments, LLC; Cleveland (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Life and disability insurance

401(k) plan

Paid time off and holidays

Job summary

Shaker Investments, LLC in Cleveland is looking for a Client Services Associate to support client services and marketing functions. This position is ideal for an early-career professional who enjoys problem-solving and collaboration. Responsibilities include assisting with client paperwork, maintaining marketing materials, and managing office supplies. The role offers valuable experience in a collaborative environment, with a focus on maintaining client confidentiality and data security. Benefits include health coverage and a 401(k) plan.

Qualifications

• Strong quantitative and problem-solving skills.
• Strong organizational skills with the ability to prioritize tasks.
• Ability to work independently and in a team.

Responsibilities

• Assist with client paperwork and account administrative needs.
• Maintain the firm’s website and marketing materials.
• Order supplies and manage office telecommunications.

Skills

Quantitative and problem-solving skills

Organizational skills

Written and verbal communication skills

Time management

Financial analytical skills

Tools

Microsoft Excel

HubSpot CRM

Bloomberg

Job description

Shaker Investments, LLC in Cleveland is looking for a Client Services Associate to support client services and marketing functions. This position is ideal for an early-career professional who enjoys problem-solving and collaboration. Responsibilities include assisting with client paperwork, maintaining marketing materials, and managing office supplies. The role offers valuable experience in a collaborative environment, with a focus on maintaining client confidentiality and data security. Benefits include health coverage and a 401(k) plan.