Sales Coordinator, Clark Capital
Job Location:
Philadelphia, PA - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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 andsalesskills to support the internal and externalsalesteam 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 Clarksalesteam 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 inSalesforce
Manage the planning of the event with the venue selected
Ensure the venue meets the needs of their team and isappropriate forthe 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 inthe industry
Perform other duties as
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 aboutthe investmentbusiness
Strong communicationand interpersonal skills
Strong work ethic self-starter
Excellent verbal and writing skills
College degreepreferred
Education
Bachelors: Business Administration Bachelors: Finance Bachelors: MarketingWork 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 .
At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.
Required Experience:
IC
About Company
A full-service financial firm where progress is driven by connection, delivering extensive wealth management, banking and capital markets capabilities to help clients, institutions and communities reach their goals.
