Sales Coordinator, Clark Capital

255 Clark Capital Management Group, Inc.; Philadelphia (Philadelphia County); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Critical illness & accident insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James seeks a motivated professional to support the internal and external sales team by handling customer service, account changes, and new account openings. The role involves maintaining a sales and referral database, telemarketing to generate leads, and coordinating events across regions in a hybrid work setting.

Ideal candidates will have 7–12 months of general experience, a Bachelor’s degree in Business Administration or Finance, and strong communication and organizational skills.

Qualifications

• Customer service and sales experience preferred in financial services.
• Bachelor’s degree in Business Administration or Finance.
• 1 year of general experience in sales or client service.

Responsibilities

• Handle inbound requests for investment proposals and reports from territory.
• Maintain deadlines and manage events in Salesforce.
• Coordinate and manage client meetings and referrals.
• Ensure compliance with industry and company processes.

Skills

Customer service

Sales skills

Organizational skills

Telemarketing

Lead generation

Communication

Attention to detail

Education

Bachelor's: Business Administration

Bachelor's: Finance

Tools

Salesforce

Excel

Job description

Job Description Summary 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. Job Description Clark Capital is seeking a motivated individual with proven organizational andsalesskills to support the internal and externalsalesteam 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.

Duties and Responsibilities

• Handle inbound requests for investment proposals, Morningstar reports, and other requests as needed from both the Clarksalesteam 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 inSalesforce
• 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

Competencies for Success

• 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

Education

• Bachelor’s: Business Administration
• Bachelor’s: Finance

Work Experience

• General Experience - 7 to 12 months

Travel Workstyle

Hybrid

Compensation

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.

Benefits

• 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.

Company Culture and Values

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

The Company is an equal opportunity employer and makes all employment decisions 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.