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Marketing Client Service Associate

  • Location Waltham, MA
  • Category Marketing
  • Date Posted 10/12/2021
  • Type Contract
  • Commitment Full-time/Flex
  • Job ID #4129

Leading Registered Investment Adviser with financial advisors nationwide seeks a Marketing Client Service Associate for their growing team.

Hours/Schedule: Full-time, Flexible


Job Type: Contract


Location Requirements: Hybrid- 3 days/week on-site in Waltham, 2 days/week remote 

Rate: $40/hour

Job Description: Reporting to the manager of advisor marketing, this job requires a general knowledge of website marketing best practices, strong project management and excellent written and communication skills.  The ideal candidate is customer-oriented, able to manage and prioritize multiple projects and has a passion for marketing.



  • Provide ongoing marketing best practices solutions to our advisors and staff converting them into the best service package to help firm elevate their brand.
  • Serve as the first point of contact for our advisors and their staff, answering phone calls and incoming email inquiries.
  • Educate callers on a broad range of topics, from website best practice, marketing collateral and social media.
  • Build relationships with our financial advisors and their staff by consistently providing the highest level of customer service
  • Collaborate with various internal teams across the firm to research and resolve issues
  • Stay up to date on the latest trends and changes in website and marketing best practices.



  • Bachelor’s degree in marketing, communications, website or a related discipline
  • 5-7 years of experience in digital marketing and/or marketing communications
  • Experience client service
  • Commitment to providing indispensable customer service
  • Agile knowledge a plus



FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business need.