Job Description Summary
Clark Capital is seeking a motivated individual with proven organizational skills to support the internal and external Client Portfolio Management (CPM) team. Candidate should be a self-starter who is comfortable managing complex and evolving situations in a fast-paced environment. The successful candidate will be a team player, obsessed with details, resourceful and selfless in the execution of all tasks. The Data Specialist will be a key liaison coordinating a variety of tasks between the CPM team and various constituents (FAs, clients, Clark sales teams) with a particular emphasis on data entry.Job Description
Essential Functions
· Intake prospective client portfolios
· Input data from statements into Excel
· Log information into Salesforce
· Ensures compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
· Performs other duties as required
Qualifications
· Ability to handle multiple tasks simultaneously and meet deadlines as needed
· Familiarity with Excel and the ability to learn and master internal technologies and programs
· Willingness and enthusiasm to learn about the investment business
· Comfortable in a key support role position
· Strong communication and interpersonal skills
· Strong work ethic, self-starter
· Excellent verbal and writing skills
· College degree preferred
Education
Bachelor’s: Business Administration, Bachelor’s: Economics, Bachelor’s: FinanceWork Experience
General Experience - 13 months to 3 yearsCertifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA), Tax Credit Specialist (TCS) - National Center for Housing Management (NCHM)Travel
Workstyle
HybridThe 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.
Skills Required
- Ability to handle multiple tasks simultaneously and meet deadlines
- Familiarity with Excel and the ability to learn internal technologies
- Strong communication and interpersonal skills
- Strong work ethic and self-starter attitude
- College degree preferred
What We Do
Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.18 trillion (as of 9/30/2021). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
