Client Associate - Marketing

Responsibilities

• 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.

Requirements

• Bachelor’s degree preferred
• Willingness to take, and pass SIE, Series 7 and Series 66 exams upon hire.
• Ability to manage multiple priorities and respond effectively to time-sensitive requests.
• Service-oriented, proactive, highly reliable, calm under pressure, collaborative, and willing to take ownership.
• Demonstrated experience using generative AI tools (e.g., Microsoft Copilot, ChatGPT, Claude, Gemini, or similar)
• Excellent written and verbal communication skills,
• Understanding of responsible AI use, data privacy requirements, governance standards, and compliance considerations within a regulated industry.