Arkansas Talent Group is partnering with a leading private wealth advisory firm recognized by Forbes to help them find a Registered Client Service Associate in Little Rock, AR. This is a new role due to growth and offers a detail-oriented individual with a passion for financial planning to join the team and play a crucial role in delivering exceptional financial solutions to clients.
Duties will include:
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Build and maintain client relationships by addressing inquiries and supporting financial advisors
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Assist in preparing financial plans
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Facilitate fund transfers, execute trades, and process transactions efficiently
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Organize client meetings, including scheduling, documentation, and updating Salesforce
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Ensure accurate completion and submission of new business paperwork, including compliance and tracking
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Address account inquiries and escalate issues to financial advisors when necessary
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Adhere to compliance standards and maintain confidentiality
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Provide general administrative support, including handling calls, processing expense reports, and document management
Ideal candidate will possess:
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Bachelor's degree preferred, ideally in a finance-related discipline
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3+ years related experience
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Series 7 licensed required
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Series 66 license required (or Series 63 and Series 65 in lieu of Series 66)
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Excellent analytical and problem-solving skills
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Strong attention to detail and ability to work in a fast-paced environment
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Exceptional written and verbal communication skills
Benefits:
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Competitive compensation, plus uncapped bonus opportunity
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Comprehensive health, dental, and vision insurance
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401(k) Safe Harbor plan and profit share
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Paid time off (PTO)
For more information, please apply directly or contact Jennifer Thompson on LinkedIn
Arkansas Talent Group is a Permanent Placement Recruiting Firm, all considerations will be held confidential.
