What are the responsibilities and job description for the Client Service Associate position at CapRock Wealth Management?
ABOUT US
CapRock Wealth Management is a privately owned, independent registered investment advisor managing approximately $65 million for 90 clients from our office in Little Rock, Arkansas. Founded in 2024, we manage investments for individuals and families and serve as an advisor to businesses with a defined contribution plan (401k, 403b, etc.).
ABOUT YOU
Our aim is to provide a meaningful client experience. This begins with people who:
- Are adept at building relationships with a desire to provide exemplary client service
- Communicate effectively, with the ability to explain ideas in simple terms
- Possess a solid understanding of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and a willingness to learn other systems
- Are self-motivated with problem solving, project management and prioritization skills
- Thrive in a fast-paced, agile environment
YOUR ROLE
This is a significant opportunity for someone who is a motivated, detail oriented and creative problem solver. The essential role helps provide high quality/high touch critical administrative support to Investment Advisor, their prospective and existing clients, and other team members. The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the ability to organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines.
ESSENTIAL JOB FUNCTIONS
- Participate in onboarding new clients and opening new accounts, using internal and third-party systems.
- Create and maintain records and files utilizing a Client Relationship Management (CRM) system.
- Serve as a point of contact in daily interactions with clients to transfer assets, move money, and maintain records and files.
- Work collaboratively in a team environment to provide support for our advisors.
EXPERIENCE/CREDENTIALS
- High School Diploma or equivalent and five (5) or more years industry or related work experience preferred.
- Knowledge of accounting, trading, and/or portfolio systems a plus.
COMPENSATION AND BENEFITS:
- Base salary $45,000-$75,000 per year, commensurate with experience
- Bonus pool participation
- Competitive benefits package including health, dental, and vision insurance, 401k/Profit Sharing Plan, PTO, and paid holidays.
Salary : $45,000 - $75,000
