Client Support Assistant - Asset Management
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-06-02
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
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
- 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
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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