Marketing Specialist, Client Service Associate Resume
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Resume:
Duff & Phelps Investment Management Company, Chicago, IL
July - Present
Marketing Specialist, Client Service Associate
Managed all marketing and client service activities of $. billion investment management firm by partnering with Product Specialists and Compliance for each institutional product (REIT, Fixed Income and Global Infrastructure) and by implementing procedures that streamlined monthly/quarterly reporting and market updates.
¨ Created standard quarterly marketing collateral while ensuring all deadlines were met.
¨ Managed projects and served as primary liaison between client and multiple internal groups to ensure clarity of goals and quality and adherence to deadlines.
¨ Worked closely with operations, IT, and compliance departments to create and maintain marketing materials for use in sales presentations and client meetings.
¨ Maintained integrity of content reported to external consultant databases, an important marketing tool for investment managers.
¨ Reviewed and improved content and format for information database drawn on for completion of RFPs in order to increase both quality of product and likelihood of winning new business.
¨ Developed and maintained relationships with consulting firms, clients and third party vendors to ensure ongoing service continuity.
First Industrial Realty Trust, Inc., Chicago, IL
March – July
Marketing Leasing Coordinator
Planned and implemented strategic marketing initiatives designed to drive sales and leasing activity and increase net operating income. In doing so, understand the Sales and Leasing processes and procedures and utilize the information to assist the Marketing/Leasing Director with increasing sales and leasing activity. Coordinated marketing related projects with corporate marketing team to ensure company branding.
¨ Collected market information; assisted in conducting, compiling, and presenting marketing analyses; compile and analyze data and put in presentable form for the Marketing/Leasing Director.
¨ Worked with the corporate marketing to write, edit, and design marketing materials as needed for investment properties (e.g., press releases, sale/leasing brochures, direct mailers, follow up letters, email campaigns, websites, newsletters), as well as checked accuracy.
¨ Took initiative to identify and proactively accomplish needed tasks and resolve routine issues and instituted proceeds on how to resolve future issues.
¨ Completed marketing budget recommendations and review with Regional Leasing Director and Regional Property Manager.
¨ Established new client communications and maintain ongoing relationships.
CB Richard Ellis, Chicago, IL
October – March
Marketing Specialist
Interfaced with sales professionals, marketing department and researchers regarding marketing and client requirements. Gathered the necessary information to complete marketing tasks. Independently determined the appropriate methodology in creating marketing and presentation materials.
¨ Coordinated multiple client projects by meeting with sales professionals, approving and closing out task specifications and tracking results.
¨ Examined financial data such as income and expense statements and operating results. Incorporates data into reader-friendly graphs and/or charts.
¨ Updated sales professional database and manages HTML broadcast system. Regularly creates and distributes property listing information, invitations, and announcements via email.
¨ Prepared customized property information packages for sales professionals in response to RFI's and RFP's that contain material specifically tailored to each client.
¨ Designed and created a wide variety of customized, professional-quality marketing materials that may include maps, advertisements, illustrations, demographic reports, and executive summary brochures for in-house and client presentations using advanced desktop, graphic, and mapping software.
