Sales Coordinator, Clark Capital

Raymond James•Philadelphia, PA

2d•Hybrid

About The Position

Clark Capital is seeking a motivated individual with proven organizational and sales skills to support the internal and external sales team in multiple assigned regions. The candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team player, resourceful, and selfless in the execution of all tasks.

Requirements

Perform customer service, make changes to accounts, and open new accounts.
Maintain a sales and referral database and use telemarketing and customer profiling to generate leads.
Track referrals, schedule sales appointments, and fulfill requests for information.
Ability to handle multiple tasks at once and meet deadlines as needed
Familiarity with Excel, ability to learn and master internal technologies and programs
Willingness and enthusiasm to learn about the investment business
Strong communication and interpersonal skills
Strong work ethic, self-starter
Excellent verbal and writing skills
General Experience - 7 to 12 months

Nice To Haves

College degree preferred

Responsibilities

Handle inbound requests for investment proposals, Morningstar reports, and other requests as needed from both the Clark sales team and advisors in their assigned territory.
Ensure that all tasks are completed by the deadlines that are provided.
Coordinate and manage events planned in the assigned territory:
Track attendees and invite lists in Salesforce
Manage the planning of the event with the venue selected
Ensure the venue meets the needs of their team and is appropriate for the number of attendees
Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
Maintain knowledge in developing trends and technologies in the industry
Perform other duties as required