Client Service Associate, Marketing Materials & Communication
First Pacific Advisors
September 20, 2018
Los Angeles, California
Please email resume to firstname.lastname@example.org. All email submissions and inquiries must include "CSA Mkt Comm – efc" in the subject line for consideration.
Based in West Los Angeles, the primary responsibilities of the Client Service Associate are to assist with overall marketing and prospect and client communications efforts, including:
Production of Marketing Materials, specifically:
Mutual Fund/ Strategy fact sheets
Mutual Fund, SMA and Private Fund presentations
Quarterly Investor Letters / Commentaries
Ad hoc presentations for events and speaking engagements
Updating the public website with performance, announcements, marketing materials and ad hoc requests
Performing regular website maintenance to ensure optimal functionality and user experience
Coordinate updates of the Content Management System, Sitefinity, often times liaising with third party vendor
Assist with Satuit (CRM system) database maintenance and system governance, data entry, and report generation
Help establish firm branding guidelines for materials to create consistency and structure
Continue to improve quality control process for data and materials production
Lead and/or support internal projects
Experience working in a fast paced industry and collaborating with cross-functional teams
Demonstrates effective critical thinking and problem-solving approach to challenges and projects
Self-starter who takes initiative and manages work proactively, in addition to self-initiating other value-added tasks.
Acute attention to accuracy and detail
Ability to meet tight deadlines at times, works well under pressure
Excellent written and oral communication skills, planning, and organizational skills with ability to communicate effectively with stakeholders throughout a project lifecycle
An understanding and affinity for branding and identity - Strategically look to elevate the brand and improve/innovate ways we present the firm and strategies.
Ability to understand technical trends, and a passion to learn and master them
Highly motivated with demonstrated initiative, independence and adaptability
Focused on continuous improvement and operational discipline
3-6 plus years work-related experience preferred, financial services experiences a plus
Bachelor's degree in related field preferred
Creative experience with a background in graphic design or animation a plus
Proficiency in Excel, Word, and PowerPoint
Knowledge of Adobe Creative Suite, Vizio and other graphic software a plus
Experience with maintaining a CRM system (Satuit or similar) a plus
Experience with project management and/or process redesign a plus
Experience with maintaining and designing websites a plus
First Pacific Advisors (FPA) is a Los Angeles-based institutional money management firm, employing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. FPA manages approximately 31 billion across multiple strategies and has about 87 employees.
FPA is an Equal Opportunity Employer
Internal Number: 3898843
About First Pacific Advisors
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