New Account Operations Specialist, Clark Capital

Raymond James•Philadelphia, PA

7d•Hybrid

About The Position

Clark Capital Management Group is seeking an Operations New Account Specialist who will be responsible for all functions surrounding the new client onboarding process as well as handling existing account maintenance. This individual will bring a continuous improvement mindset to a growing asset management firm and will be motivated with strong organizational and communication skills. The candidate will work very closely with the Trade Operations and Business Development Teams, ensuring all new clients are set up in an efficient and meticulous manner. The successful candidate should be comfortable communicating with both advisors and clients and will be a team player, resourceful, and dependable in the execution of all tasks.

Requirements

Ability to multi-task and manage priorities effectively
Excellent attention to detail
Self-motivated and able to work independently, ability to manage time and deadlines and knowing when to escalate early
Strong organizational and analytical skills
Motivated to achieve success both personally and for the organization
Strong work ethic, high integrity, and strong values
Sound communication and interpersonal skills
Capable of adapting to a rapidly changing business and technology environment
Strong excel skills
General Experience - 7 to 12 months

Nice To Haves

College degree preferred

Responsibilities

Process and establish new accounts placed under management, portfolio allocation changes and various other operational tasks per established procedures
Troubleshoot and/or assist in the resolution of incomplete / mismatch documentation
Provide operational support to our clients and their financial advisors via email and telephone
Work closely to ensure a smooth and seamless client experience
Work with various teams/individuals within the organization to provide exceptional service to our financial advisors.
Perform miscellaneous job related duties as assigned