Registered Client Service Associate

About the job Registered Client Service Associate 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 : Build and maintain client relationships by addressing inquiries and supporting financial advisors Assist in preparing financial plans Facilitate fund transfers, execute trades, and process transactions efficiently Organize client meetings, including scheduling, documentation, and updating Salesforce Ensure accurate completion and submission of new business paperwork, including compliance and tracking Address account inquiries and elevate issues to financial advisors when necessary Adhere to compliance standards and maintain confidentiality Provide general administrative support, including handling calls, processing expense reports, and document management Ideal candidate will possess: Bachelor's degree preferred, ideally in a finance‑related discipline 3+ years related experience Series 7 licensed required Series 66 license required (or Series 63 and Series 65 in lieu of Series 66) Excellent analytical and problem‑solving skills Strong attention to detail and ability to work in a fast‑paced environment Exceptional written and verbal communication skills Competitive compensation, plus uncapped bonus opportunity Comprehensive health, dental, and vision insurance 401(k) Safe Harbor plan and profit share 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. #J-18808-Ljbffr Arkansas Talent Group