Client Service & Marketing Associate

Do you thrive on keeping things organized while also bringing creative ideas to life? We’re looking for a Client Service & Marketing Associate who can balance the precision of client account servicing with the creativity of marketing our business.

This role is ideal for someone who enjoys detail-oriented work but also wants to play a key part in shaping our firm’s brand and visibility.

Responsibilities:

Client Service

• Prepare, process, and track account paperwork (new accounts, transfers, rollovers, beneficiary updates, etc.).
• Handle client account servicing requests such as address changes, contributions/distributions, and RMDs.
• Maintain accurate and up-to-date client records in the CRM system.
• Monitor workflows and ensure tasks are completed on schedule.
• Communicate with custodians to resolve service-related issues.
• Provide administrative support to the advisor team as needed.

Marketing Support

• Keep office social media accounts active and up to date.
• Assist with drafting and posting client communications, newsletters, and announcements.
• Identify opportunities for the firm to market in the community (events, sponsorships, partnerships, networking opportunities).
• Help coordinate client appreciation events and other outreach activities.

Qualifications

• Strong attention to detail and organizational skills.
• Ability to follow established processes and handle sensitive information with discretion.
• Proficiency with Microsoft Office; experience with CRM systems preferred.
• Comfort with social media platforms (LinkedIn, Facebook, Instagram) and basic content creation.
• Prior experience in financial services operations or marketing support is a plus but not required.

Compensation & Benefits

• Competitive salary ($40,000–$60,000 based on experience).
• PTO, retirement plan participation, and professional development opportunities.
• A collaborative team environment where your contributions make a difference.

If you’re motivated by accuracy, efficiency, and professionalism, and want to grow your career in a client-focused financial advisory firm, we’d love to hear from you!

Job Type: Full-time

Pay: $40,000.00 - $60,000.00 per year

Benefits:

• Paid time off
• Professional development assistance
• Retirement plan

Work Location: In person