Top Little Rock financial firm seeking a Financial Client Services Administrator to serve as the true connection between clients and the internal team. The qualified candidate enjoys and excels at managing the day-to day operations, compliance, and technology and comes from a finance or banking background.
Job Duties:

• Provide administrative support as needed: answer calls, manage contacts, manage schedules and produces report
• Maintain and retain office files consistent with firm/professional policies and requirements
• Send paperwork to clients using the electronic signature system 
• Quality check and submit custodial items for processing
• Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings
• Support client onboarding requirements with financial planning and investment management applications
• Prepare and produce back-office support demands for basic client account requests
• Gather and prepare necessary information for advisory meetings with clients.

Experience and Education:

• Bachelor’s degree preferred
• 1-4 years of experience in banking/financial services including retirement plans and custodial funds
• Familiarity with MS Office, basics of CRM system, and basic technology.
• Excellent communication skills (verbal, written and listening)
• Ability to handle stress in client relations and a busy office environment
• Excellent time management and strong organizational skills
• Ability to prioritize multiple tasks and anticipate potential problems
• Proficiency in Salesforce (CRM) preferred 

Job Summary