Marketing Associate

Bachelor’s degree or job-related experience
Strong soft skills including verbal and written communication, people, organizational, and client service skills
Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
Ability to adapt to a rapidly changing business and technology environment

Coordinate with marketing and compliance departments to create and implement communication and advertising campaigns across a variety of publicity methods.
Assist in the development of timely, meaningful, and engaging communications with clients and prospects.
Manage recurring marketing initiatives and tasks.
Build and maintain professional relationships with clients by assisting them and answering account questions.
Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
Supports the organization in other administrative or support functions as needed.