Registered Client Service Associate

Arkansas Talent Group invites you to join a private wealth advisory team in Little Rock, onsite. This position offers a competitive base salary of $70,000 - $80,000 per year, along with an uncapped bonus opportunity. Benefits include comprehensive health, dental, and vision coverage, a 401(k) Safe Harbor plan with profit sharing, and paid time off. This role supports financial planning and client service for a private wealth advisory firm.

Responsibilities

• Cultivate and sustain client relationships by addressing inquiries and supporting financial advisors.
• Assist in developing and assembling financial plans.
• Coordinate fund transfers, execute trades, and process transactions accurately and efficiently.
• Plan and organize client meetings, including scheduling, documentation, and updating Salesforce records.
• Ensure new business paperwork is completed correctly, submitted on time, and tracked for compliance.
• Respond to account inquiries and escalate issues to financial advisors when needed.
• Maintain compliance standards and protect client confidentiality.
• Provide broad administrative support, including handling calls, processing expense reports, and document management.

Requirements

• A bachelor's degree is preferred, ideally in a finance-related field.
• Three or more years of related experience.
• Series 7 license is required.
• Series 66 license required (or Series 63 and Series 65 as an alternative).
• Strong analytical and problem solving abilities.
• Excellent attention to detail and ability to thrive in a fast paced environment.
• Excellent written and verbal communication skills.

Technologies

• Salesforce