Marketing Operations Specialist
SAS - Strategic Association Solutions
USA (Remote)
$71K/yr - $87K/yr (Est.)In-houseSalaried-FtMid level2+ years exp.
1 day ago
Client Relationship & Marketing Operations Manager
Bayonne, NJ (Remote)
$55K/yr – $65K/yrMid LevelFull time
Posted 2 months ago
Top 1% of applicants do these two things.
The other 99% submit and hope. You're about to do something different.
Job Summary
Own the operations backbone for a financial advisory practice, balancing client service, onboarding, marketing execution, and reporting to keep client workship tight and auditable.
- Client onboarding and paper workflow: ensure clean transitions, accurate paperwork, and timely deliverables.
- Marketing ops and client communications: run campaigns, publish content, and maintain CRM while tracking engagement.
- Reporting and governance: prepare reviews, performance updates, benchmarking, and fiduciary materials for audits and client meetings.
Job Description
Responsibilities
- Lead client onboarding and account transitions, ensuring accuracy and completeness of all paperwork
- Respond to client inquiries and coordinate issue resolution with custodians, TPAs, and internal teams
- Monitor client satisfaction and identify opportunities to enhance service delivery
- Track service timelines, reviews, renewals, and compliance requirements
- Serve as primary administrative support to advisors
- Prepare client reviews, investment updates, and reporting materials
- Maintain CRM (Redtail) and client documentation
- Track transfers (ACATs, annuities, asset movements) and follow up on status
- Develop and maintain documented workflows and internal processes
- Prepare performance reports, benchmarking analysis, and fiduciary documentation
World Insurance Associates
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
