Client Associate - Marketing

Job description

This role sits at the intersection of client service, operational execution, marketing, administrative support, and AI-enabled innovation.

As a Client Associate, you will help ensure clients receive attentive, timely service, support the team's marketing and business development initiatives, identify opportunities to leverage AI tools and automation, and ensure day-to-day priorities are executed accurately, efficiently, and professionally.

• Support the team’s brand across social media and digital channels, including content coordination, posting support, and consistency of voice and visual presentation.
• Maintain and refresh marketing materials, and coordinate client events, campaigns, and related logistics.
• Plan, coordinate, and execute client events from concept through completion, including venue selection, logistics, attendee management, and on-site hosting to deliver a best-in-class client experience.
• Support Financial Advisors and senior team members with calendars, travel, expenses, and other administrative needs.
• Keep CRM, workflow, and management systems accurate, current, and reliable.
• Leverage AI-powered tools to create personalized marketing content, client communications, thought leadership pieces, and event campaigns tailored to ultra-high-net-worth individuals and families.
• Partner with Financial Advisors to develop scalable, compliant marketing programs that strengthen client relationships and deepen wallet share.
• Build AI-assisted processes for content creation, social media management, event promotion, CRM engagement, and client segmentation.
• Continuously monitor industry trends, AI innovations, and marketing technologies to ensure the practice remains at the forefront of client engagement and business development.