Sales Coordinator, Clark Capital

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, Bachelor’s: Marketing 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.