Department Overview:

The Client Service department provides support to prospects and clients, portfolio managers, business development, 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, Sitefinity
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, and/or CRM system.
Cross-functionally collaborate (internally and externally) to effectively complete operational duties
Assist with event coordination
Collaborate with the lead event planner, FPA compliance, and third-party providers to establish an event timeline.
Proactively assist with event materials such as emails, posters, presentations, nametags, and RSVP forms
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:

1-3 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 Hubspot a plus
Knowledge of Adobe Creative Suite, and other graphic software a plus
Experience with marketing and CRM software a plus
Experience with website maintenance and design a plus
Experience with project management and/or process redesign a plus

This position will work on a 3-day in office 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.

Submit your resume to careers@fpa.com. Submissions must include “CS Associate-Marketing Ops” in the subject line for consideration.

FPA (First Pacific Advisors) jobs

Client Service Associate - Marketing Operations