Clark Asset Management

Client Services Representative

• Provide exceptional service to high-net-worth clients and support advisors
• Schwab Account Operations – Account Opening, Transfers, Move Money, Account Maintenance & Settings
• Client Lifecycle – Welcome new clients, set them up in systems, and remove them if relationship is terminated
• Call clients to confirm money movements and other requests
• Organize client files and folders (Box)
• Input client data into spreadsheets and planning software (MoneyGuide Pro)
• Update client data in CRM (Wealthbox) and maintain accurate client records
• Onboard new clients as the firm grows

Client Service Associate