Client Onboarding & Account Operations Specialist

Clark Capital Management Group; Philadelphia (Philadelphia County); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance and critical illness insurance

Paid time off and parental leave

Job summary

Clark Capital Management Group is seeking an Operations New Account Specialist in Philadelphia, responsible for the client onboarding process and maintaining existing accounts. The ideal candidate will excel at multitasking, possess strong organizational and communication skills, and work closely with the Trade Operations and Business Development Teams.

This full-time position offers a hybrid work style and competitive benefits, including healthcare and retirement savings options. Candidates with a Bachelor's degree in Business, Economics, or Finance and strong Excel skills are preferred.

Qualifications

• Ability to multi-task and manage priorities effectively.
• Strong analytical skills and capable of adapting to change.
• Excellent communication and interpersonal skills.

Responsibilities

• Process and establish new accounts.
• Troubleshoot documentation mismatches.
• Provide operational support to clients and advisors.

Skills

Attention to detail

Self-motivated

Organizational skills

Communication skills

Education

Bachelor's in Business Administration

Bachelor's in Economics

Bachelor's in Finance

Tools

Excel

Job description

Clark Capital Management Group is seeking an Operations New Account Specialist in Philadelphia, responsible for the client onboarding process and maintaining existing accounts. The ideal candidate will excel at multitasking, possess strong organizational and communication skills, and work closely with the Trade Operations and Business Development Teams.

This full-time position offers a hybrid work style and competitive benefits, including healthcare and retirement savings options. Candidates with a Bachelor's degree in Business, Economics, or Finance and strong Excel skills are preferred.