New Account Operations Specialist
Location:
Philadelphia – 1650 Market Street Floor 53
Time type:
Full time
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
- Examine analysis reports and synthesize into incisive commentary
- 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
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: Finance
Work Experience
General Experience
7 to 12 months
Work Style
Hybrid