Client Portfolio Management Team Coordinator

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.
  
  

Qualifications

• 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