Practice Marketing Associate- Part Time- 20 Hours Per Week

Chartwell Investment Partners

Remote
Remote
Client relationship management
Mass mailing processing
Seminar coordination
Chartwell Investment Partners is seeking a part-time Practice Marketing Associate to assist financial advisors with marketing efforts. This remote position involves tasks such as processing mailings, contacting clients, coordinating seminars, and maintaining CRM systems

Job Summary

  • Assists financial advisors with marketing efforts by processing mass mailings and contacting prospective clients.
  • Coordinates seminars, including scheduling, room set-up, menu planning, and audio-visual aids.
  • Maintains client relationship management systems and performs administrative functions such as data entry.

Matching Summary

Match Score: 75

Chartwell Investment Partners is seeking a part-time Practice Marketing Associate to assist financial advisors with marketing efforts. This remote position involves tasks such as processing mailings, contacting clients, coordinating seminars, and maintaining CRM systems.

Skills & Requirements

Must-have

  • Client relationship management
  • Mass mailing processing
  • Seminar coordination
  • Appointment setting

Nice-to-have

  • Interpersonal communication skills
  • Customer service excellence
  • Fast-paced environment adaptability

Key Requirements

  • High School Diploma or equivalent
  • 0-2 years general office experience
  • Financial services environment experience preferred
  • 4 to 6 months general experience

Work Rights

Not specified

Tailored Resume

Cover Letter