Employment Opportunities

Client Service and Marketing Associate

Fiduciary Management Associates LLC, a Chicago-based employee-owned firm is seeking an experienced internal client service and marketing associate. Reporting to the Director of Client Service Administration, this individual will be responsible for supporting the needs of the three-person marketing and client service team.

Summary

Provide administrative support to Marketing and Client Service Department. Specific responsibilities include production of various marketing collateral materials; maintenance of prospect-client-consultant internal and external files; assist in the design and development of client/consultant presentations; produce and deliver information to clients/consultants as requested; other duties/special projects as assigned.

Essential duties and responsibilities

• Work closely with the director of client service administration in responding to client requests and assemble RFPs, presentation materials, and direct mail programs
• Manage the firm's website and distribute press releases
• Update and produce presentation materials and quarterly collateral
• Maintain and update Salesforce (CRM tool), travel calendar, and weekly business activity reports
• Execute the client quarterly letter process
• Update external consultant and independent databases
• Prepare and distribute routine and special reports
• Provide general administrative support to the client service and marketing team, including: client communication, travel/meeting arrangements, creating expense reports, conference call and meeting set-up

Skills and Qualifications

• 2-3 years of institutional sales and client administrative support experience preferred
• Four-year bachelor's degree desirable
• Excellent PowerPoint, Word, and Excel skills
• Knowledge of Salesforce or other CRM tools helpful
• Team player and relationship builder who is also successful at working independently
• Extremely well organized and able to handle multiple projects and changing priorities
• Ability to perform assignments with a high degree of professionalism, accuracy and attention to detail
• Strong oral and written communication skills; must maintain confidentiality
• Ability to work overtime on short notice

Submit your resume:

John Odum, Fiduciary Management Associates
55 W. Monroe St., Ste 2550, Chicago, IL 60603
(312) 930-6850 or jodum@fmausa.com

Fiduciary Management Associates, LLC is an equal opportunity/affirmative action employer.