Sign upLog in
JobsJobs in MassachusettsJobs in Boston, MAMarketing Jobs in Boston, MASocial Media Jobs in Boston, MA

Marketing & Client Service Associate

Longfellow Investment Management

Boston, MA

Apply
JOB DETAILS
SKILLS
Business Development, Communication Skills, Consulting, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Detail Oriented, Financial Services, Fixed Income Investments, Investment Management, Investment Strategy, Marketing, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Multitasking, Organizational Skills, Power BI, Presentation/Verbal Skills, Process Improvement, Record Keeping, Request for Proposals (RFP), Sales, Sales Management, Salesforce.com, Time Management, White Papers, Writing Skills
LOCATION
Boston, MA
POSTED
Today
LIM Marketing & Client Service Associate

Longfellow Investment Management Co., LLC (LIM) is an independent, 100% employee-owned investment firm managing over $23 billion across fixed income, equity, and alternative investment strategies. We serve a nationallybased institutional client base through separately managed accounts. LIM is a certified Women's Business Enterprise and an equal opportunity employer. We offer a collaborative, small firm environment with broad exposure to the investment industry, along with a competitive compensation and benefits package.

Job Description:

The Marketing & Client Service Associate plays a key role within an integrated team spanning marketing, consultant relations, sales, and client service. This individual will support client relationships, business development efforts, and firm-wide initiatives while managing multiple priorities in a fast-paced environment.

Primary Responsibilities:
  • Prepare and manage client and prospect meeting materials with a high degree of accuracy and timeliness
  • Respond to client, consultant, and prospect inquiries with professionalism and proactive follow-up
  • Support the development and distribution of marketing materials, including presentations, articles, and white papers
  • Complete DDQs and RFPs with accuracy and efficiency
  • Maintain CRM records, including contact information and activity tracking
  • Identify and implement process improvements and efficiencies
  • Collaborate with investment, compliance, and internal teams
  • Provide support to the Marketing & Client Service team as needed
Qualifications:
  • 1-3 years of experience in investment management or financial services
  • Strong written and verbal communication skills
  • Excellent organizational and time management abilities
  • High attention to detail and ability to synthesize information
  • Client-focused, proactive mindset
  • Ability to work independently and exercise sound judgment
  • Proficiency in Excel, PowerPoint, Word, and Power BI; familiarity with Salesforce preferred
  • Bachelor's degree required

About the Company

L

Longfellow Investment Management

Resume Resources

Free Resume TemplatesFree Resume Builder

Similar Job Searches

Community Manager Jobs in Boston, MASocial Media Manager Jobs in Boston, MA