What are the responsibilities and job description for the Client Associate / Sales Assistant position at Arkansas Talent Group?
Arkansas Talent Group is exclusively partnering with a very successful and established Registered Investment Advisory Firm in Little Rock to find their next Sales Assistant / Client Associate. This RIA has a large client base with over 800 million in assets managed. They are an established business that is continuing their growth trajectory. This is a newly created position due to growth that will support 2 extremely successful Financial Advisors, and will be trained by some of the best and most tenured Sales Assistants in the businesses.
Responsibilities:
- Assist 2-3 financial advisors with preparing client presentations, investment reports, and marketing materials
- Assist Investment Advisors with processing and confirming client transactions
- Deal directly with clients, provide quotes, and execute trading orders
- Process and follow up on client documentation for proper maintenance of accounts
- Assist with servicing existing clients
- Conduct market research and gather data to support advisors' sales efforts
- Schedule client meetings and appointments for advisors
- Maintain updated client contact information and databases
- Process paperwork for new client onboarding
- Manage front office operations including greeting clients, answering phones, and routing inquiries
- Assist with scheduling meetings, booking travel, and making arrangements
- Organize and maintain electronic and physical filing systems
Qualifications:
- Bachelors preferred, but experience will trump education
- Series 65 license required, or willingness to get it
- 5-10 years of experience in supporting role in the Investment Advisory industry, preferably with an RIA
- Strong communication and client service skills
- Excellent organizational abilities and attention to detail
- Proficiency with Microsoft Office suite and CRM software
- Ability to multitask and work in a fast-paced environment
Benefits & Perks of the firm:
- Competitive Salary
- Bonus Opportunity
- Comprehensive benefit package, client pays 100% of health insurance
- 6% Matching 401k and also a large HSA contribution
- Unlimited PTO
- Flexible schedule with work life balance and laid back atmosphere
For more information, please apply directly or send a copy of your resume for review to Chris Chunn or Stephanie Shine at chris.chunn@arkansastalentgroup.com or stephanie.shine@arkansastalentgroup.com
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.
