**Responsibilities:**

+ Based on existing processes and established best practices, provides tactical recommendations to support client marketing efforts, often including adapting existing materials to fit existing needs; and/or providing pathways to successful initiative completion.
+ Supports execution of established marketing plans through effective internal (agency) and external (client) communications and/or project management
+ May coordinate the organization, maintenance, and updating of the client, investment products, department offerings, and service information on the organization’s intranet system.
+ Contributes to the development of tutorials, best practices, and documentation for internal/departmental and/or external/client reference.
+ Provides basic consulting to clients in order to resolve immediate questions and/or requests
+ Identifies opportunities to respond to advisor requests, research, prepare, and track responses.
+ Manage intake proc...