Client Service Associate - Marketing Operations

El Segundo, CA (Hybrid)

$75K/yr – $95K/yrMid Level3+ years expFull time

Posted 9 hrs ago

Job Summary

Own the end-to-end marketing materials workflow, from creating templates and quality control to website updates and CMS coordination, while supporting cross-functional projects and client communications.

  • Manages content production across funds and client communications.
  • Supports CRM, e-blasts, and ad hoc marketing initiatives.

Job Description

Responsibilities

  • Assist with managing the workflow process to track and report the delivery of marketing materials and client communication efforts firm-wide
  • Support the production of marketing materials, specifically:
  • Regularly produce marketing collateral, presentations, and communications across products including Public Funds (Mutual Funds, ETF’s, Closed End List Funds, CIT’s), Separately Managed Accounts (SMA’s) and Private Funds
  • Design/create templates to improve branding/messaging of marketing materials
  • May include e-blasts, LinkedIn posts, website images/banners
  • Establish/support effective quality control processes for data and materials production
  • Website management
  • Support updates to the public website with firm/team-specific information, data, and ad hoc requests
  • Coordinate updates of the Content Management System, WordPress
  • Support the management of internal Client Service databases, applications and/or DDQ initiatives. This may include maintenance of the email marketing database, marketing materials tracker, disclosure library, and/or CRM system.

Requirements

  • 3-5 plus years of relevant work experience preferred, financial services experiences a plus
  • Bachelor's degree in related field preferred
  • Proficiency in Excel, Word, and PowerPoint
  • Knowledge of Adobe Creative Suite, and other graphic software a plus
  • Experience with marketing and Salesforce a plus
  • Experience with website maintenance and design a plus
  • Experience with project management and/or process redesign a plus
  • Experience with AI tools a plus

Benefits

  • comprehensive benefits package.
FPA (FPA Funds) logo

FPA (FPA Funds)

FPA is a Los Angeles area-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation

Founded in 1954
Los Angeles, California, USA
96 employees

Salaries

Posted range

$75K/yr – $95K/yr

Taken straight from the job posting.

See all FPA (FPA Funds) salaries

Marketing Team

Median Tenure
4.2 years
Marketing Roles Posted (Last 30 Days)
1

Traffic Signals

Monthly Visitors
15.3K
Monthly Google Ads Budget
$8.1K
Traffic Source Mix
Search
69.4%
Direct
20.6%
Referral
7.4%
Paid
0.6%

Headcount Trend

Current headcount: ~96
FPA (FPA Funds) logo

Client Service Associate - Marketing Operations

FPA (FPA Funds) · El Segundo, CA · Hybrid