Client Associate

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.

Arkansas Talent Group is an Executive Permanent Placement Recruitment Firm, all considerations will be held confidential. Please visit our website for more information and accurate salary ranges.