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 and sales skills to support the internal and external sales team 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 Clark sales team 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 in Salesforce
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
College degree preferred
Education
Bachelor’s: Business Administration, Bachelor’s: FinanceWork Experience
General Experience - 7 to 12 monthsCertifications
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
- Experience supporting sales teams and handling customer requests (proposals, reports)
- Coordinate and manage events including attendee tracking and venue planning
- Use Salesforce for tracking attendees and invite lists
- Familiarity with Excel and ability to learn internal technologies and programs
- Ability to meet deadlines and handle multiple tasks concurrently
- Strong verbal and written communication and interpersonal skills
- Self-starter with strong work ethic
- Willingness and enthusiasm to learn about the investment business
- College degree (Business Administration or Finance preferred)
- General work experience of 7 to 12 months
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.
