Client Service Associate - Marketing Operations

Client Service Associate – Marketing Operations Position Details Company Overview: FPA is a Los Angeles area-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long‑term returns while maintaining a focus on capital preservation. Department Overview: The Client Service department provides support to prospects and clients, portfolio managers, client team, and relationship managers by performing operational and administrative functions for our strategies, funds, and/or managed accounts. The type of support generally includes sourcing, creating, and delivering data and marketing materials, supporting the launch of new product collateral, managing the operational diligence process for prospects and clients, supporting the Customer Relationship Management (CRM) system, public website, and other marketing and client related software, and supporting the internal coordination and completion of ad hoc/day-to‑day projects and requests. Responsibilities of This Role: Assist with managing the workflow process to track and report the delivery of marketing materials and client communication efforts firm-wide Support the production of marketing materials, specifically: Regularly produce marketing collateral, presentations, and communications across products including Public Funds (Mutual Funds, ETF’s, Closed End List Funds, CIT’s), Separately Managed Accounts (SMA’s) and Private Funds Design/create templates to improve branding/messaging of marketing materials May include e-blasts, LinkedIn posts, website images/banners Establish/support effective quality control processes for data and materials production Website management Support updates to the public website with firm/team‑specific information, data, and ad hoc requests Coordinate updates of the Content Management System, WordPress Support the management of internal Client Service databases, applications and/or DDQ initiatives. This may include maintenance of the email marketing database, marketing materials tracker, disclosure library, and/or CRM system. Cross‑functionally collaborate (internally and externally) to effectively complete operational duties Assist with the implementation of ad hoc projects, such as a slide management tool Qualifications: Acute attention to accuracy and detail Driven and a self‑starter, with an ability to deliver results in a demanding and dynamic environment Effective organizational and planning skills with the capacity to prioritize and manage multiple deadlines Experience/desire to work in a fast‑paced industry and effectively collaborate with all levels of personnel both internally and externally Excellent oral communication and proactive follow up skills Strong analytical and critical thinking capabilities – exhibiting problem‑solving skills Focused on continuous improvement and operational discipline An understanding and affinity for branding and identity – high‑drive to elevate the brand and improve/innovate ways to present the firm and strategies A strong understanding, passion, and pursuit of technical trends Highly motivated with demonstrated initiative, independence, and adaptability Willingness to speak up and share and receive constructive input and opinions Requirements: 3-5 plus years of relevant work experience preferred, financial services experiences a plus Bachelor’s degree in related field preferred Proficiency in Excel, Word, and PowerPoint Knowledge of Adobe Creative Suite, and other graphic software a plus Experience with marketing and Salesforce a plus Experience with website maintenance and design a plus Experience with project management and/or process redesign a plus Experience with AI tools a plus This position is offered as a hybrid model based in El Segundo, California. Salary Range: $75,000 – $95,000 base salary + bonus and comprehensive benefits package. Base salary will be determined by applicant’s skills, experience, geographic location, and pay equity considerations. FPA is an Equal Opportunity Employer Contact How Can FPA Help You? Connect with us to subscribe for content and gain access to helpful resources, account support, and general assistance. Connect with FPA Legal Disclosures Investments, including investments in mutual funds, carry risks and investors may lose principal value. The information included in this website is based on the assumptions and analysis made and believed to be reasonable by FPA. However, no assurance can be given that FPA’s opinions or expectations will be correct. The information included herein is intended for informational purposes only and should be not considered a recommendation or solicitation to purchase securities. Past performance is no guarantee of future results. The FPAopen-end mutual funds and ETFs are distributed by Distribution Services, LLC. 190 Middle Street, Suite 301, Portland, ME 04101. Distribution Services, LLC and FPA are not affiliated. Check the background of this firm on FINRA’sBroker Check . #J-18808-Ljbffr Future Planning Associates, Inc.