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Financial Client Services Associate Jobs in Arkansas

$19.61 - $26.70/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

$19.61 - $26.70/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

$19.61 - $26.70/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 ...

Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating ... Overview At Gallagher, we're looking for a Senior Client Service Associate to join our Employee ...

Client Service Associate 1

Little Rock, AR · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Retirement

  • PTO

... human services agencies to improve lives. Founded in 1986, PCG employs approximately 2,000 ... Client Success Associates are integral members of PCG's Northwest Education Team; the specific ...

Client Service Associate 2

Little Rock, AR · On-site

$14 - $19.25/hr

  • Medical

  • Dental

  • Retirement

  • PTO

Services: * Teaching * Learning Solutions * Data Systems * IT Solutions * Financial Solutions * Equity in Education * Equitable Education * Recovery Services Duties and Responsibilities * Client ...

Intake Client Associate

Little Rock, AR · On-site

$21 - $24/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Overview As the nation's leading provider of high-quality home care services, we empower our ... We're seeking a Intake Client Associate who is passionate about making a difference and driving ...

Client Sales Associate (Remote)

Little Rock, AR · Remote

$85K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused ... Represent a respected and growing financial services organization * Insurance Benefits: Access to ...

Showing results 21-40

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.
What are popular job titles related to Financial Client Services Associate jobs in Arkansas? For Financial Client Services Associate jobs in Arkansas, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Arkansas look for? The top searched job categories for Financial Client Services Associate jobs in Arkansas are:
What cities in Arkansas are hiring for Financial Client Services Associate jobs? Cities in Arkansas with the most Financial Client Services Associate job openings:

Clinic Business Representative Associate

Allina Health

On-site

$19.61 - $26.70/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago


Allina Health rating

7.8

Company rating: 7.8 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

130th of 887 rated healthcare providers


Job description

Location Address:

17489 Dodd Blvd Lakeville, MN 55044

Date Posted:

August 10, 2026

Department:

62579900 Allina Health Group Lakeville North

Shift:

Day (United States of America)

Shift Length:

8 hour shift

Hours Per Week:

32

Union Contract:

Non-Union-NCT

Weekend Rotation:

None

Job Summary:

Deliver exceptional customer service where it matters most-at the start of every patient's care journey. As the first point of contact as a Clinic Business Representative Associate, you'll create a welcoming experience while ensuring accurate, efficient registration that sets the tone for quality care. Ready to make every interaction count and build a career with purpose? Join our team today!

Key Position Details:

  • 0.8 FTE (64 hours per two-week pay period)
  • 8-hour day shifts (8:30am-5:00pm, 4 days/week)
  • No weekends
  • Floating up to 25 miles from home clinic on a rotating basis (eligible for mileage reimbursement)

Job Description:

Responsible for greeting and welcoming patients to Allina at in person appointments, or by providing support by phone. Provides a standard registration process by collecting demographic and financial data and enters information into electronic medical record.
Principle Responsibilities

  • Greets, welcomes, and performs the registration process with patients in person or by phone
    • Appropriately utilizes all tools, resources, and procedures to conduct patient check-in, which includes interviewing patients to collect demographic and insurance information, providing patients with appointment specific forms, and obtaining necessary and appropriate documentation.
    • Assists patients with telephone encounters.
    • Identifies key words to initiate appropriate responses and de-escalation techniques as needed.
    • Directs patients to appointment or procedure.
  • Collects co-pays and/or remaining balances
    • Obtains signatures from patients as needed.
    • Responds to questions regarding financial assistance programs.
    • Performs the End of Day reconciliation process.
    • May participate in the prescription refill order process as appropriate and in scope for position.
  • Manages and organizes the patient care lobby (or lobbies) and provides other department support
    • Cleans and disinfects the lobby and check-in area(s), wheelchairs, stair wells, door handles, clipboards, and elevator keys throughout the day.
    • Unpacks and restocks supplies, file cabinet(s) and other clinic resources such as brochures and business cards, makes copies of documents as needed.
    • May schedule appointments and/or help with other office communication needs such as answering and transferring calls, handling messages and paging necessary parties.
    • Performs weekly downtime check.
    • Active participation in staff meetings.
  • Other duties as assigned.


Required Qualifications

  • Must be 18 years of age with education and/or experience needed to meet required functional competencies as listed on the job description
  • Minimum 1 year computer knowledge


Preferred Qualifications

  • High school diploma or GED
  • Experience with Microsoft Office products (Word, Outlook)
  • Customer service, clerical, or other business office environment experience
  • Medical terminology knowledge


Physical Demands

  • Sedentary:
  • Lifting weight up to 10 lbs. occasionally, negligible weight frequently

Pay Range

Pay Range: $19.61 to $26.70 per hourThe pay described reflects the base hiring pay range. Your starting rate would depend on a variety of factors including, but not limited to, your experience, education, and the union agreement (if applicable). Shift, weekend and/or other differentials may be available to increase your pay rate for certain shifts or work.

Benefit Summary


Allina Health believes the best way to provide safe and compassionate care for our patients is by nurturing the passion of those who care for them. That's why we devote extraordinary resources to help you grow and thrive - not only as a professional but also as a whole person. When you join our team, you have access to a wealth of valuable employee benefits that support the total well-being - mind, body, spirit and community - of you and your family members.


Allina Health is all in on your well-being. Because well-being means something different to everyone, our award-winning program provides you with the resources you need to help you navigate your personal journey. This includes well-being dollars, dedicated well-being navigators, and many programs, activities, articles, videos, personal coaching and tools to support you on your journey.


We are focused on creating an inclusive workplace so everyone can see themselves as part of our care team. Our care teams are as diverse as the communities we serve and proud to be contributing to the mission of a leading health care organization. Our pioneering approach to well-being helps every member of our care team feel a deep sense of connection and joy in their work.


Benefits include:

  • Medical/Dental
  • PTO/Time Away
  • Retirement Savings Plans
  • Life Insurance
  • Short-term/Long-term Disability
  • Voluntary Benefits (vision, legal, critical illness)
  • Tuition Reimbursement or Continuing Medical Education as applicable
  • Student Loan Support Benefits to navigate the Federal Public Service Loan Forgiveness Program
  • Allina Health is a 501(c)(3) eligible employer

*Benefit eligibility/offerings are determined by FTE and if you are represented by a union.


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