Practice Marketing Associate-memphis, Tn

Raymond James

Memphis, TN, US
Client relationship management system
Processing mass mailings
Coordinating client seminars
Assist financial advisors with marketing efforts by processing mass mailings and contacting prospective and existing clients

Job Summary

  • Assist financial advisors with marketing efforts by processing mass mailings and contacting prospective and existing clients.
  • Coordinate seminars, including scheduling, room set-up, menu planning, audio visual aids, and marketing materials.
  • Update client relationship management system and perform administrative functions such as data entry.

Matching Summary

Assist financial advisors with marketing efforts by processing mass mailings and contacting prospective and existing clients.

Skills & Requirements

Must-have

  • Client relationship management system
  • Processing mass mailings
  • Coordinating client seminars
  • Contacting prospective clients
  • Data entry and administrative functions

Nice-to-have

  • Client-first focus
  • Continuous evolution of the firm
  • Authentic self expression
  • Collaborative work environment

Key Requirements

  • High School Diploma or equivalent
  • One year's related work experience preferred
  • General Experience - 4 to 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter