Client Support Assistant - Asset Management

Job Title:


Client Support Assistant - Asset management


Date:


April 2026


Department


Asset Management


Reports To:


BD Director


FLSA Classification:


Non-exempt

Summary / objective of position :

The Business Development Assistant will maintain primary responsibility for updating quarterly / ad hoc marketing materials as well as providing administrative support for the business development team. The Business Development Assistant will be expected to work in a fast-paced, team-oriented environment. The Business Development Assistant will act as the primary liaison between the marketing, business development, and investment teams.

Essential functions of position:

• Update quarterly marketing materials including pitch books, fact sheets, and quarterly newsletters
• Serve as liaison between firm marketing department and asset management department
• Produce ad-hoc marketing materials as requested
• Maintain email marketing lists and facilitate the distribution of marketing materials
• Maintain Salesforce CRM database including adding new contacts, weekly meeting notes, and sales pipeline
• Assist business development team with travel and meeting scheduling
• Maintain and submit expense reports for business development team
• All other duties and responsibilities assigned by the manager
• Collaborate with marketing to maintain Johnson Asset Management website

Minimum Qualifications:

• Bachelor's Degree
• Highly organized with the ability to manage multiple projects and deadlines
• High level of attention to detail and accuracy
• Strong communication skills, both written and oral
• Creativity for marketing asset management services
• Working knowledge of Excel, Word, PowerPoint, MailChimp, and Adobe Illustrator
• Motivated, self-starter, independent thinker
• Works effectively with others in a professional manner
• Ability to work in a fast-paced environment

Supervisory responsibility: N/A

Travel required: N/A

Work environment: Temperature controlled, office environment

Physical demands: Must be able to stand or sit at computer for 8+ hours per day. May require extensive typing at times.

Additional eligibility requirements: N/A

Work authorization/security clearance requirements: United States Citizen or lawful permanent resident

EEO statement: As an equal opportunity employer, Johnson Investment Counsel, Inc. does not discriminate in its employment decisions on the basis of race, religion, color, national origin, sex, pregnancy, sexual orientation, age, disability, veteran/ military status, or any other protected status as required by law.

Other duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.