Position Overview
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 isappropriate forthe number of attendees
+ Ensure complian...