Clark Asset Management
Remote Jobs
Helping retirees and pre-retirees replace their financial anxiety with relaxed confidence about their future.
2 Jobs
Client Service Associate
Clark Asset ManagementHelping retirees and pre-retirees replace their financial anxiety with relaxed confidence about their future.
• Provide ongoing client service support including Account Opening, Transfers, Move Money, Account Maintenance, and other account update requests. • Welcome new clients to CAM, get them set up in our systems, and assist with account opening and transfers. • Organize client files and folders, assist with client review preparation and follow-up templates, update client data in spreadsheets, planning software, and our CRM. • Work closely with our Lead Planners to assist in the preparation of meeting templates and agendas, and ensuring all action items from meetings are handled in a timely manner.
Lead Financial Planner
Clark Asset ManagementHelping retirees and pre-retirees replace their financial anxiety with relaxed confidence about their future.
• Manage 70+ high net worth relationships • Drive clear planning & investment strategies • Lead the creation of detailed and rigorous financial & investment plans • Maintain and course correct those plans over time with clients • Coordinate the efforts of colleagues • Help develop the firm
