Client Services and Agency Operations Associate

Lowe Group, a specialized public relations and communications agency serving the financial services industry, has an opportunity for an early career professional to carry out a range of activities crucial to client and agency success. The role has client service, reporting, and agency operations components.

About Lowe Group

Lowe Group is a specialty communications firm, based in Milwaukee, WI, providing communications and marketing services to financial services clients. We specialize in public relations, strategic communications, content development, digital marketing and social media strategies. Since 2003, we have helped clients create greater awareness of their products and services and define and articulate their key messages. Our clients are located across the country and include asset managers, wealth managers, fintech companies and professional services firms. To learn more about Lowe Group and our experienced team, visit https://lowecom.com/.

Responsibilities include

Client service (approximately 50% focus)

• Support project management, create project plans, monitor project progress, update client and internal teams, and coordinate calendars
• Help create agendas for client calls and update Teamwork, our project management system
• Work in close collaboration with client leads and specialists in pursuit of client outcomes, checking in on priorities and the status of open items
• Research and maintain records on industry conferences and award programs that would be meaningful for our clients; create first drafts of nominations
• Update media lists and create reporter lists for specific outreach as needed; identify media-outreach themes; work with client leads to coordinate media pitching
• Create first drafts of news releases, social media posts, and other types of content; manage social media accounts and monitor social media analytics
• Upload content submissions to relevant publications
• Support other client work as needed

Reporting (approximately 25% focus)

• Monitor and track media coverage of our clients using a media monitoring platform complemented by additional sources, including internet searches 
• Conduct twice-daily coverage sweeps at designated times and share coverage internally and, in some cases, with clients; assure sweeps are covered when conflicts arise
• Create, maintain and update Boolean search strings to monitor client coverage or topics relevant to clients; manage other processes related to reporting search functions
• Prepare reports, including ad hoc and regular quarterly web-based reports as well as the creation of PDFs when needed  
• Create collages to be included with client monthly and quarterly reports; create charts, graphs and other graphics with coverage data for monthly and quarterly reports
• Maintain accurate database of coverage for all clients
• Conduct interim reports as requested
• Refine and optimize reporting process, including evaluation and implementation of AI agents and automation tools

Agency operations support (approximately 25% focus)

• Update the Lowe Group website
• Facilitate and upload weekly posts to the Lowe Group blog and LinkedIn
• Support planning and implementation of Lowe Group events
• Provide selected operations support as needed

Qualifications and Requirements

While we prefer prior experience with financial communications, you may be a good fit if you have a demonstrated ability to effectively communicate complex information with text and data.

We don’t expect you to be an expert on financial topics, but curiosity about finance and willingness to learn is crucial to success. Similarly, we’re not looking for specific degrees; our team includes business, humanities, economics and other social sciences, and other backgrounds.

You need a consulting mindset, good writing skills, attention to detail, a collaborative spirit, and a dedication to providing good client service. You need to be organized, professional, quick, fluent in basic business software and ready to learn about more tools.

Our team is a mixture of hybrid and remote; you’ll need an ability to work independently, readiness to ask questions, and excellent interpersonal skills.

Hours and Schedule

This is a full-time position. To accommodate early morning media sweeps, the normal business day for this position is approximately 7:30-4:00CST. In-person preferred, we are willing to consider hybrid work arrangements dependent on circumstances.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off

Work Location: In person