New Account Operations Specialist, Clark Capital

Job Description Summary

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.

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 escalate 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

Work Experience

Certifications

Travel

Workstyle

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); and 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 decisions on the basis of merit and business needs.