New Account Operations Specialist, Clark Capital

About the Role

Clark Capital Management Group is seeking an Operations New Account Specialist responsible for all functions surrounding the new client onboarding process and existing account maintenance. This role requires a continuous improvement mindset and strong organizational and communication skills, working closely with the Trade Operations and Business Development Teams to ensure efficient and meticulous new client setup. The ideal candidate is comfortable communicating with advisors and clients and is a resourceful, dependable team player.

Key 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 clients and their financial advisors via email and telephone.
• Work collaboratively to ensure a smooth and seamless client experience.
• Liaise with various teams/individuals within the organization to provide exceptional service to financial advisors.
• Perform miscellaneous job-related duties as assigned.

Requirements & Tech Stack

• Microsoft Excel (strong 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 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.

Education

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