New Account Operations Specialist, Clark Capital

255 Clark Capital Management Group, Inc.; Philadelphia (Philadelphia County); On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Medical, Dental, and Vision

Life Insurance

Critical Illness Insurance

Disability Benefits

Retirement Savings

Paid Time Off

Parental Leave

Job summary

Clark Capital Management Group, Inc. seeks an Operations New Account Specialist to manage onboarding for new clients and maintain existing accounts.

The role requires strong organizational and communication skills and close collaboration with Trade Operations and Business Development teams. The candidate should be comfortable communicating with advisors and clients, be a team player, and demonstrate resourcefulness and dependability in daily tasks.

Qualifications

• Bachelor’s degree in Business Administration, Economics or Finance is preferred.
• 1+ year of general professional experience in an operations/administrative role.
• Experience in asset management or financial services a plus.

Responsibilities

• Process and establish new accounts and perform portfolio allocation changes.
• Troubleshoot and resolve incomplete or mismatched documentation.
• Provide operational support to clients and advisors via email and phone.
• Coordinate with internal teams to ensure a smooth client experience.
• Perform other duties as assigned.

Skills

Multi-tasking

Attention to detail

Self-motivation

Time management

Organizational skills

Analytical skills

Communication skills

Adaptability

Excel skills

Strong work ethic

Education

Bachelor’s: Business Administration

Bachelor’s: Economics

Bachelor’s: Finance

Tools

Excel

Job description

Job Description Summary 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.

Job Description 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 escape 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

College degree preferred

Strong excel skills

Education Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance

Work Experience General Experience - 7 to 12 months

Certifications Travel Workstyle Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

This position is eligible for a benefits package that may include

• medical, dental, and vision
• life insurance
• critical illness insurance and accident insurance
• disability benefits
• retirement savings
• paid time off (including vacation, holidays, and sick leave)
• parental leave

Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decision on the basis of merit and business needs. Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.