Tributary Capital Management: Marketing and Client Support Associate at FNBO | Omaha, NE | $48K/yr – $79K/yr

FNBO

Tributary Capital Management: Marketing and Client Support Associate

Omaha, NE (On-site)

$48K/yr – $79K/yrMid Level1+ years expFull time

Posted 4 months ago

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Job Summary

Drive client service and marketing execution as a Marketing and Client Support Specialist, coordinating reporting, CRM data, and RFPs.

Own client service operations, reports, and RFP responses for internal and external clients.
Must-have: 1+ year in investment management or financial services.
Standout: Proficiency with Salesforce or CRM and InDesign familiarity.

Job Description

Responsibilities

Maintain the highest level of client service for all internal and external clients, ensuring responsive and professional communication.
Be proactive and leverage the value of all relationships - exercise a willingness to be a resource to colleagues.
Ensure adherence to service level agreements with key clients, including the Tributary Funds.
Create presentation books and customized reporting materials for client meetings and reviews.
Track and complete due diligence questionnaires and requests from clients on quarterly and annual schedules.
Prepare monthly and quarterly reporting on Assets Under Management and Sales metrics.
Collaborate closely with the Director of Sales and Client Service to implement marketing initiatives.
Update and maintain databases with current information on Tributary investment strategies.
Develop and refresh marketing support materials using Microsoft InDesign and other tools.
Prepare comprehensive responses to Requests for Proposal (RFPs).

Requirements

Bachelor’s degree in business, finance, marketing or related field
1+ year of experience in the investment management or financial services industry
Proficient with Microsoft Office Suite (Word, Excel and PowerPoint)
Exceptional attention to detail and accuracy
Strong client service background with proven ability to build relationships
Excellent written and verbal communication skills
Ability to manage multiple priorities and deadlines
Strong organizational skills and ability to work independently
Team-oriented mindset with a proactive, solutions-focused approach

Preferred

Knowledge of regulatory and compliance issues pertaining to investment management
3 - 4 years’ experience in investment or financial services industry
Familiarity with Microsoft InDesign
Experience with SalesForce or other CRM platforms
Prior experience with RFP responses or marketing material development
Understanding of investment products and strategies

Benefits

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits

FNBO

For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry.When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates.We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization.Check us out at www.fnbo.com.

Omaha, Nebraska, USA

4K employees (114 in marketing)

www.fnbo.com