Clark Asset Management

Client Services Representative

• 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.

Client Service Associate