Marketing Associate- Remote Role

Our client, a growing and well-established wealth management and financial services firm, is seeking a highly organized and detail-oriented Marketing Associate to join their team. This individual will play a key role in supporting advisors, optimizing operational processes, and delivering an exceptional client experience.

This is an excellent opportunity for someone who enjoys balancing client service, operations, and technology in a collaborative, professional environment.

Key Responsibilities

Client Relationship Management (CRM)

• Take ownership of the firm's CRM platform (Zoho), ensuring client records remain accurate, complete, and up to date.
• Manage CRM workflows, automations, and ongoing data integrity.
• Identify opportunities within the CRM to improve client engagement and business development initiatives.
• Generate and maintain monthly prospecting and activity reports.

Client Service & Compliance

• Prepare detailed meeting notes and maintain accurate client documentation.
• Complete data entry with a high degree of accuracy while ensuring compliance requirements are met.
• Collect and organize documentation required to support client accounts and regulatory obligations.

Policy Administration

• Prepare in-force policy illustrations and client reviews.
• Process policy changes, including beneficiary updates, ownership changes, and other servicing requests.
• Maintain accurate records while ensuring timely completion of client requests.

Calendar & Advisor Support

• Coordinate advisor calendars and proactively manage client appointments.
• Ensure meetings are efficiently scheduled and all required materials are prepared in advance.

Operations & Process Improvement

• Review, audit, and improve existing operational workflows.
• Assist in developing new processes that enhance efficiency and elevate the overall client experience.
• Support continuous improvement initiatives across the practice.

Qualifications

Required

• 2–5 years of administrative or operations experience, preferably within financial services.
• Strong analytical, organizational, and problem-solving skills.
• Excellent verbal and written communication skills.
• Exceptional attention to detail with the ability to manage multiple priorities.

Preferred

• Bachelor's degree or college diploma.
• LLQP designation (or working toward it) is considered an asset.
• Experience using CRM platforms and other cloud-based technologies.
• Previous experience supporting financial advisors, insurance professionals, or wealth management teams is highly desirable.

What You'll Bring

• A proactive, client-first mindset.
• Strong organizational and time management skills.
• A passion for creating efficient processes and delivering outstanding service.
• The ability to work both independently and collaboratively within a professional team environment.