Practice Marketing Associate

Chartwell Investment Partners

Remote
Fully remote
Client relationship management system
Mass mailings processing
Client outreach
Chartwell Investment Partners is seeking a Practice Marketing Associate to assist financial advisors with marketing efforts, including client outreach and seminar coordination. The role is entry-level, requiring a high school diploma or equivalent, with basic experience in office tasks, and is performed remotely

Job Summary

  • Assists financial advisors with marketing efforts by performing routine tasks following set procedures in Promotions and Advertising.
  • Responsibilities include processing mass mailings, client outreach, seminar coordination, appointment setting, and updating the client relationship management system.
  • Requires general office practices knowledge, customer relations, marketing, and communication skills, with the ability to manage multiple tasks in a fast-paced environment.

Matching Summary

Match Score: 75

Chartwell Investment Partners is seeking a Practice Marketing Associate to assist financial advisors with marketing efforts, including client outreach and seminar coordination. The role is entry-level, requiring a high school diploma or equivalent, with basic experience in office tasks, and is performed remotely.

Skills & Requirements

Must-have

  • client relationship management system
  • mass mailings processing
  • client outreach
  • marketing material distribution
  • seminar coordination

Nice-to-have

  • client-first approach
  • integrity and independence
  • long-term view

Key Requirements

  • 0-2 years general office experience
  • High School Diploma or equivalent
  • Financial services environment experience preferred
  • Equivalent combination of experience, education, and/or training

Work Rights

Not specified

Tailored Resume

Cover Letter