Client Support Assistant - Asset Management
Johnson Investment Counsel, Cincinnati, OH, United States
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, MailChimp, 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.
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, MailChimp, 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.