Client Associate (Wealth Management)

Client Associate (Wealth Management)

Little Rock, Arkansas, United States

$ 65,000.00 - 90,000.00 (US Dollar)

About the job Client Associate (Wealth Management)

Arkansas Talent Group is exclusively working with one of the largest Money Managers in Arkansas for a Client Associate in their Little Rock office! Client Associate will help support a very successful group of 4-5 Advisors that manage nearly 1 billion in assets under management. This is a newly created role due to the growth of their clients and will play a crucial part of their team. This role is ideal for candidates who thrive in a fast-paced environment, possess strong organizational skills, and are passionate about providing top-tier service to clients.

Key Responsibilities:

Client Support

• Act as a dedicated resource for a financial advisory team, nurturing both new and longstanding client relationships
• Facilitate client requests for funds transfers and other money movement activities, ensuring accuracy and compliance
• Serve as a knowledgeable point of contact for general account inquiries, such as providing account balances, stock positions, and clarifying non-investment-related questions
• Update client profiles and assist with account documentation, ensuring information is accurately entered and maintained
• Guide clients through the use of digital platforms and tools, assisting with enrollment and troubleshooting as needed
• Oversee the onboarding process for new clients, collecting required information and documentation to ensure a smooth account setup
• Provide clients with detailed information about their accounts, including investment objectives and risk profiles
• Support the teams marketing initiatives, such as maintaining website content and assisting with outreach efforts
• Help implement the teams business plan and client service standards, contributing to overall client satisfaction
• Stay informed on firm policies, procedures, and technology platforms to ensure compliance and operational efficiency
• Participate in ongoing training, firm initiatives, and special projects as assigned by management

Administrative Support

• Handle incoming and outgoing calls, providing timely updates on service requests and coordinating follow-up communications for the advisory team
• Manage scheduling and logistics for meetings and events, including preparing agendas, materials, and digital meeting links
• Coordinate travel arrangements, prepare and submit expense reports, and manage the reimbursement process for the team
• Provide general office support, including document management tasks such as copying, filing, and scanning
• Assist with additional administrative duties as directed to ensure smooth daily operations

Benefits & Perks of the firm:

• Competitive Salary
• Bonus Opportunity
• Comprehensive and competitive benefit package
• Matching 401k
• Generous PTO
• Flexible schedule with work-life balance and laid-back atmosphere

For more information, please apply directly or reach out on LinkedIn to Chris Chunn or Stephanie Shine.