Client Services & Marketing Associate

Client Services & Marketing Associate

Southwestern Investment Group

801 Crescent Centre Drive, Suite 600
Franklin, TN 37067

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The Client Services & Marketing Associate provides operational, administrative, and marketing support to financial advisors.  This position is responsible for managing and implementing all marketing duties for the assigned team.  The Client Services & Marketing Associate provides excellent service to internal and external customers while demonstrating the company values and supporting the mission.


  • Provide administrative support to Lead Advisor and Partner Advisors
  • Organize and sort emails and mail
  • Process client check deposits
  • Track and process client premium payments
  • Report and manage monthly expenses
  • Meet and maintain all compliance requirements
  • Assist with account opening and maintenance
  • Assist with processing forms and tracking until completed
  • Create, prepare, and send client communications (newsletters, mass emails/letters, blogs, holiday cards, etc.)
  • Plan, organize and execute client events (holiday dinners, educational seminars, etc.)
  • Manage and update website
  • Create and post content on social media platforms
  • Produce monthly marketing videos
  • Research and coordinate networking, marketing and sponsorship opportunities
  • Research, order and deliver client and staff gifts (birthdays, holidays, retirement, etc.)
  • Perform other duties as assigned


  • Associate’s Degree preferred; experience in lieu of degree may be considered
  • 1 year of experience in Event Planning
  • 1 year of experience in Marketing/Social Media Marketing
  • Proficient in Microsoft Office (Excel, Word, Outlook and Power Point)
  • Ability to work on multiple projects simultaneously while accomplishing daily tasks and meeting deadlines
  • Effective oral and written communication skills and excellent interpersonal skills
  • Attention to detail, critical thinker and problem-solving skills
  • High standards for integrity, honesty, professionalism, and work ethic
  • Commitment to service excellence
  • Strong customer services and people skills
  • Ability to work well with others and independently
  • Creative and innovative mindset
  • Ability to work independently while demonstrating excellent organization and follow through
  • Analytical skills to research account information
  • Demonstrate flexible and efficient time management and ability to prioritize workload
  • Ability and willingness to move with purpose and a strong sense of urgency
  • Self-motivated, positive, and enthusiastic
  • Self-starter with a strong desire to exceed expectations and capable of supporting a team
  • Maintain confidentiality discretion
  • Ability to effectively work in collaboration with others to achieve business objectives
  • Willing to grow and be challenged
  • Attend training as requested or deemed necessary


  • Ability to work in a traditional professional office setting or remote equivalent
  • Prolonged periods of sitting at a desk and working on a computer
  • Advanced computer skills and ability to effectively operate computer equipment, software systems and databases
  • Work schedule may vary and is determined by project schedules
  • Ability to efficiently operate all job-related office equipment
  • Ability to communicate via telephone, computer and work in virtual teams
  • Must be able to lift up to 15 pounds at a time
  • Ability to travel using personal vehicle to other office locations as needed
  • The responsibilities may require occasional overnight travel

 The specific statements shown in each section of this description are not intended to be all-inclusive.  They represent typical elements and criteria necessary to successfully perform this position.

 Employees must conduct business in accordance with applicable laws, regulations, professional standards and ethical standards and report potential compliance or ethical issues to a manager or the Human Resources Department.

Southwestern Family of Companies affirms our commitment to make reasonable accommodations for employees with disabilities, unless the accommodation would impose an undue hardship on the operation of our business. Please see the Human Resources Department for additional information.

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