Client Portfolio Analyst
Raymond James•Philadelphia, PA
•Hybrid
About The Position
Clark Capital is seeking a motivated individual with proven organizational skills to support the internal and external Client Portfolio Management (CPM) team. Candidate should be a self-starter who is comfortable managing complex and evolving situations in a fast-paced environment. The successful candidate will be a team player, obsessed with details, resourceful and selfless in the execution of all tasks. The Data Specialist will be a key liaison coordinating a variety of tasks between the CPM team and various constituents (FAs, clients, Clark sales teams) with a particular emphasis on data entry.
Requirements
- Ability to handle multiple tasks simultaneously and meet deadlines as needed
- Familiarity with Excel and the ability to learn and master internal technologies and programs
- Willingness and enthusiasm to learn about the investment business
- Comfortable in a key support role position
- Strong communication and interpersonal skills
- Strong work ethic, self-starter
- Excellent verbal and writing skills
Nice To Haves
- College degree preferred
Responsibilities
- Intake prospective client portfolios
- Input data from statements into Excel
- Log information into Salesforce
- Ensures compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
- Performs other duties as required
Benefits
- medical
- dental
- vision
- life insurance
- critical illness insurance
- accident insurance
- disability benefits
- retirement savings
- paid time off (including vacation, holidays, and sick leave)
- parental leave
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
