Investment Management OPT Jobs in Pennsylvania

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: Finance

WORK EXPERIENCE

General Experience - 7 to 12 months

CERTIFICATIONS

TRAVEL

WORKSTYLE

Hybrid

The 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.