Client Support Assistant - Asset Management

Job Title:Client Support Assistant - Asset managementDate:April 2026DepartmentAsset ManagementReports To:BD DirectorFLSA Classification:Non-exemptSummary / objective of positionThe 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.Duties and Responsibilities:Update quarterly marketing materials including pitch books, fact sheets, and quarterly newslettersServe as liaison between firm marketing department and asset management departmentProduce ad-hoc marketing materials as requestedMaintain email marketing lists and facilitate the distribution of marketing materialsMaintain Salesforce CRM database including adding new contacts, weekly meeting notes, and sales pipelineAssist business development team with travel and meeting schedulingMaintain and submit expense reports for business development teamAll other duties and responsibilities assigned by the managerCollaborate with marketing to maintain Johnson Asset Management websiteMinimum Qualifications:Bachelor's DegreeHighly organized with the ability to manage multiple projects and deadlinesHigh level of attention to detail and accuracyStrong communication skills, both written and oralCreativity for marketing asset management servicesWorking knowledge of Excel, Word, PowerPoint, MailChimp, and Adobe IllustratorMotivated, self-starter, independent thinkerWorks effectively with others in a professional mannerAbility to work in a fast-paced environmentSupervisory responsibility: N/ATravel required: N/AWork environment: Temperature controlled, office environmentPhysical 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/AWork authorization/security clearance requirements: United States Citizen or lawful permanent residentEEO 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.

Apply Now