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Financial Client Services Associate Jobs in Arkansas

Sterling Bank

Private Client Associate

Little Rock, AR · On-site

Join the Sterling Bank team as a full time Private Client Associate (Personal Banker) in our Little ... Provides a complete range of customer services at the financial institution, including renewing and ...

Acxiom

Vice President Client Services

Conway, AR · On-site

$150 - $230/hr

Additionally, collaborates with sales & client services representatives to achieve objectives of ... associates or the awarding of subcontracts because of a person's race, color, sex, age, religion ...

Allina Health

$19.61 - $26.70/hr

Deliver exceptional customer service where it matters most-at the start of every patient's care ... Responds to questions regarding financial assistance programs. * Performs the End of Day ...

Quad

Client Services Project Manager

Bentonville, AR · On-site

$71K - $91K/yr

The primary role of the Client Services Project Manager is to successfully manage individual Client ... Ability to understand and communicate issues verbally and in writing to clients, associates and ...

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
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Financial Client Services Associate jobs near you

Registered Client Service Associate

Arkansas Talent Group

Little Rock, AR • On-site

Other

Medical, Dental, Vision, Retirement, PTO

Re-posted 22 days ago

Job description

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 escalate 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
Benefits:
  • 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.

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