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Client Support Assistant - Asset Management

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: Johnson Investment Counsel, Inc.
Full Time position
Listed on 2026-06-02
Job specializations:
  • Business
    Business Administration, General Business, Office Administrator/ Coordinator
  • Administrative/Clerical
    Business Administration, Data Entry, General Business, Office Administrator/ Coordinator
Job Description & How to Apply Below
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.

Duties and Responsibilities:
  • 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, Mail Chimp, 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.
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