What are the responsibilities and job description for the Client Portfolio Management Data Specialist position at Clark Capital Management Group?
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.
Essential Functions
- Intake prospective client portfolios
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Entering and updating information into relevant databases.
- Input data from statements into Excel
- Maintain Client Relationship Management database (Salesforce) with client information
- Provide clerical and administrative support to the CPM team
- Ensures compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
- Assist with departmental projects and initiatives as needed
- 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
- Salesforce experience is a plus
About Clark Capital
Clark Capital Management Group is an Equal Opportunity Employer and offers excellent compensation packages that include competitive pay, comprehensive health insurance benefits, 401(k) retirement plan with matching, and career/professional development assistance.
Clark Capital Management Group is a registered investment advisor that provides fee-based investment advisory solutions for financial professionals through external investment platforms.
We are passionately committed to helping clients achieve their life goals. Our focus on excellence and our culture of accomplishment attract high-performing, collaborative team members who seek to make a positive impact on the lives of the clients and financial advisors we serve.
Please visit our website at www.ccmg.com for more information.
Behaviors
Preferred- Team Player: Works well as a member of a group
- Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
Motivations
Preferred- Goal Completion: Inspired to perform well by the completion of tasks
- Self-Starter: Inspired to perform without outside help