Our client, a growing and well-established wealth management and financial services firm, is seeking a highly organized and detail-oriented Marketing Associate to join their team. This individual will play a key role in supporting advisors, optimizing operational processes, and delivering an exceptional client experience. This is an excellent opportunity for someone who enjoys balancing client service, operations, and technology in a collaborative, professional environment. Key Responsibilities Client Relationship Management (CRM) Take ownership of the firm's CRM platform (Zoho), ensuring client records remain accurate, complete, and up to date. Manage CRM workflows, automations, and ongoing data integrity. Identify opportunities within the CRM to improve client engagement and business development initiatives. Generate and maintain monthly prospecting and activity reports. Client Service & Compliance Prepare detailed meeting notes and maintain accurate client documentation. Complete data entry with a high degree of accuracy while ensuring compliance requirements are met. Collect and organize documentation required to support client accounts and regulatory obligations. Policy Administration Prepare in-force policy illustrations and client reviews. Process policy changes, including beneficiary updates, ownership changes, and other servicing requests. Maintain accurate records while ensuring timely completion of client requests. Calendar & Advisor Support Coordinate advisor calendars and proactively manage client appointments. Ensure meetings are efficiently scheduled and all required materials are prepared in advance. Operations & Process Improvement Review, audit, and improve existing operational workflows. Assist in developing new processes that enhance efficiency and elevate the overall client experience. Support continuous improvement initiatives across the practice. Qualifications Required 2–5 years of administrative or operations experience, preferably within financial services. Strong analytical, organizational, and problem-solving skills. Excellent verbal and written communication skills. Exceptional attention to detail with the ability to manage multiple priorities. Preferred Bachelor's degree or college diploma. LLQP designation (or working toward it) is considered an asset. Experience using CRM platforms and other cloud-based technologies. Previous experience supporting financial advisors, insurance professionals, or wealth management teams is highly desirable. What You'll Bring A proactive, client-first mindset. Strong organizational and time management skills. A passion for creating efficient processes and delivering outstanding service. The ability to work both independently and collaboratively within a professional team environment.