Client Associate

Job description

Are you a highly organized, detail-oriented professional who thrives on turning plans into consistent, repeatable execution? Do you want to build a career in marketing and business development within a high-performing wealth management practice?

We're looking for a Client Associate to:

• Run the team's weekly referral review and maintain the Client Referral Tracker and Opportunity Tracker, keeping every referral request and introduction documented and on schedule
• Coordinate referral, COI, and prospect outreach on the Advisor's behalf – scheduling touchpoints and preparing outreach materials and communications
• Maintain the team's centers-of-influence (COI) nurture cadence and introduction tracking
• Own the team's marketing scorecard and CRM data hygiene – logging weekly and monthly activity, tagging every new relationship with its source, and keeping records accurate and current
• Coordinate the team's content production and posting workflow with outside vendors (video, design), compliance, and the internal team
• Support event logistics for the team's client and prospect dinners and networking events – guest lists, invitations, and post-event follow-up tracking
• Manage the team's marketing materials, templates, and intellectual property library
• Collaborate with the team's relationship managers and marketing advisor to keep execution aligned with the quarterly plan