What are the responsibilities and job description for the Client Portfolio Management Team Coordinator position at Clark Capital Group?
Clark Capital is seeking a motivated individual with proven organizational skills to help coordinate the time and resources of our Client Portfolio Management team. The 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, focused on details, and resourceful in the execution of all tasks. The Team Coordinator will be a key liaison coordinating a variety of tasks between the CPM team and various constituents (financial advisors, clients, Clark Sales team).
Essential Functions
- Manage the schedule of the Client Portfolio Management team.
- Engage with financial advisors and our Sales team to ensure top-level service.
- Utilize Salesforce, Calendly, and Outlook to manage schedules and communications
- Performs other duties as required.
QualificationsÂ
- Ability to handle multiple tasks simultaneously and meet deadlines as needed
- Possessing 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