Senior Associate, Marketing and Client Service

Ziegler Capital Management, LLC (ZCM) is an asset management firm with a history of providing investment solutions for institutional, sub-advisory, and individual clients. As of 9/30/2021, ZCM manages over $10 billion in total assets across the fixed income and equity spectrum and is headquartered in Chicago, IL with offices in St. Louis and Milwaukee. ZCM is a majority-owned affiliate of 1251 Capital Group’s asset management distribution organization, which is primarily responsible for sales and offers strategic marketing support. 

Position Summary

The Senior Associate role supports and services client relationships and the marketing of ZCM’s products and services to health care and public finance organizations. This role requires working effectively as a team member but also independently.  The primary responsibilities require strong communication, analytical, organization and problem-solving skills.

Primary responsibilities: 

Operate 

• Prepare and produce client/prospect deliverables and reports, as well as ensure timely, accurate and complete client records, including but not limited to: 
• Monthly client reporting. Quarterly client invoicing. Client portfolio reviews and new business materials. Requests for Proposals (RFP), database updates and questionnaires.   Client onboarding documents and agreements.
• Client onboarding documents and agreements.
• Coordinate and communicate administration details for account openings, closings and ongoing maintenance details.  
• Manage and respond to ad hoc requests and inquiries in a timely manner.
• Conduct industry and market research for presentations and internal analysis.  
• Develop and maintain working knowledge of client investment policy statements and governing account agreements.  
• Use judgement to identify, troubleshoot and resolve day-to-day problems.  
• Coordinate trade instructions and manage cashflows in client accounts. 

Innovate  

• Identify service efficiency and delivery enhancements, as well as process improvements.  
• Conduct business development research on new opportunities for ZCM. 

Communicate 

• Collaborate with marketing and sales representatives in promoting ZCM products and services.
• Prepare market commentary for portfolio review materials.  
• Develop and maintain clear and effective internal/external communications.  
• Work effectively as a team member but also independently.  

Engage 

• Participate in calls and meetings with prospective investors and clients.
• Develop and maintain working relationships.  
• Attend periodic industry and client conferences.   

Requirements 

• Bachelor’s degree.
• 2-3 years’ experience in financial and/or client servicing experience preferred.  
• Knowledge of investment, banking, advisory products and services acquired through related work experience. 
• General securities and investment industry knowledge.
• Proficient in Microsoft Suite (emphasis on Excel, Word, & PowerPoint).  
• Strong attention to detail.  
• Strong analytical, problem solving and organizational skills. 
• Effective verbal and writing skills.
• Team player with a cooperative attitude and partnership mentality.  
• Ability to work well under pressure.