New Account Operations Specialist

Clark Capital Management Group; Philadelphia (Philadelphia County); On-site; USD 55,000 - 85,000; Full time

Job summary

Clark Capital Management Group is seeking an Operations New Account Specialist to manage new client onboarding and ongoing account maintenance, partnering with Trade Operations and Business Development teams to ensure accurate setup and a seamless client experience.

The ideal candidate will be highly organized, detail-oriented, and able to communicate effectively with financial advisors and clients, handling multiple tasks with integrity and reliability in a fast-changing asset management

Qualifications

• Ability to multi-task and manage priorities effectively.
• Excellent attention to detail.
• Self-motivated and able to work independently with strong time management and deadline awareness.
• Strong organizational and analytical skills.
• Motivation to achieve success for self and organization.
• High work ethic, integrity and values.
• Clear communication and interpersonal skills for advisor/client interactions.
• Adaptable to a fast-changing business and technology environment.

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.
• Collaborate with various teams/individuals to provide exceptional service to financial advisors.
• Perform miscellaneous job-related duties as assigned.

Skills

Multitasking

Attention to detail

Self-motivation

Time management

Deadline management

Escalation awareness

Organizational skills

Analytical skills

Motivation

Work ethic

Integrity

Communication

Interpersonal skills

Adaptability

Job description

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.

Essential Functions

• 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.

Skills & Qualifications

• 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 escal...
• 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