Sr. Client Service Associate managing client onboarding and support for Wealth Enhancement firm. Facilitating client experience and administrative tasks in a hybrid work environment.
About the role
- Marketing Client Services Manager collaborating with vendors and associates to track and execute marketing plans. Managing budgets and pulling ROI reporting, specializing in technology products.
Responsibilities
- Work directly with the Marketing Account Manager, vendor contacts, and internal associates
- Track and execute strategic vendor marketing plans
- Maintain and execute plans and manage vendor MDF/coop/budget
- Pull ROI reporting to support marketing activities executed
- Collaborate with stakeholders to develop marketing plans
- Position Ingram Micro’s programs and services effectively
Requirements
- Bachelor's degree or relevant additional experience in related field
- 2 ½ to 4 years related industry experience
- Knowledge of technology products and distribution channels
- General computer applications (Microsoft Outlook, Word, Excel, Power Point and SharePoint)
- Excellent verbal and written communication skills
- Problem solving skills
- Strong attention to detail and effective organizational and time management skills
Benefits
- healthcare benefits
- paid time off
- parental leave
- 401(k) plan and company match
- short-term and long-term disability coverage
- basic life insurance
- wellbeing benefits
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