Marketing Operations Client Service Specialist (Hybrid)

Future Planning Associates, Inc.; El Segundo (CA); Hybrid; USD 75.000 - 95.000; Vollzeit

Benefits dieser Stelle

Hybrid work model

Comprehensive benefits package

Competitive base salary

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

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

Ausbildung

Bachelor's degree in related field

Tools

Excel

Word

PowerPoint

Adobe Creative Suite

Salesforce

Website maintenance/design

AI tools

Jobbeschreibung

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