Marketing & Client Service Associate
Longfellow Investment Management Co•Boston, MA
About The Position
The Marketing & Client Service Associate plays a key role within an integrated team spanning marketing, consultant relations, sales, and client service. This individual will support client relationships, business development efforts, and firm-wide initiatives while managing multiple priorities in a fast-paced environment.
Requirements
- 1–3 years of experience in investment management or financial services
- Strong written and verbal communication skills
- Excellent organizational and time management abilities
- High attention to detail and ability to synthesize information
- Client-focused, proactive mindset
- Ability to work independently and exercise sound judgment
- Proficiency in Excel, PowerPoint, Word, and Power BI; familiarity with Salesforce preferred
- Bachelor's degree required
Nice To Haves
- familiarity with Salesforce
Responsibilities
- Prepare and manage client and prospect meeting materials with a high degree of accuracy and timeliness
- Respond to client, consultant, and prospect inquiries with professionalism and proactive follow-up
- Support the development and distribution of marketing materials, including presentations, articles, and white papers
- Complete DDQs and RFPs with accuracy and efficiency
- Maintain CRM records, including contact information and activity tracking
- Identify and implement process improvements and efficiencies
- Collaborate with investment, compliance, and internal teams
- Provide support to the Marketing & Client Service team as needed
Benefits
- competitive compensation and benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
