Client Associate

4 weeks ago


Little Rock, United States Stephens Full time
ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Complete new account and transfer account forms.
  • Answer telephones, take messages, make copies, and mail printed material.
  • Type correspondence, reports, account information, pair off letters, etc. from drafts, transcriptions, memos and various forms.
  • Maintain files of confidential and routine material and information.
  • Assist Financial Consultants and/or customers and provide information as appropriate.
  • Assist assigned sales staff in resolution of routine problems with accounts by researching and compiling appropriate information for their use.
  • Maintain miscellaneous records for Financial Consultants such as appointment schedules, commission accounts, trades executed, etc.
  • Schedule business trips for Financial Consultants, coordinate with customers while Financial Consultants is out of office, and assist with filing expense reports for Financial Consultants.
  • Perform other related duties as assigned by management.
EDUCATION AND/OR EXPERIENCE
  • Bachelor's degree in a related field.
  • 1+ years of related experience and/or training.
  • Equivalent combination of education and experience.
CERTIFICATIONS, LICENSES, AND REGISTRATIONS
  • SIE - Securities Industry Essentials within 6 months.
  • Series 7 - General Securities Representative within 6 months.
  • Series 63 - State Law Exam or Series 66 - Combined State Law within 6 months.
REQUIRED TESTING
  • Microsoft Word
  • Excel
  • Alpha/Numeric Data Entry


  • Little Rock, Arkansas, United States Stephens Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Client Service Associate to join our team at Stephens. The successful candidate will be responsible for providing exceptional client service, managing client relationships, and performing various administrative tasks.Key ResponsibilitiesOpen new accounts, obtain required information, and verify...


  • Little Rock, United States Arthur J. Gallagher & Co. Full time

    Introduction Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...


  • Little Rock, United States Gallagher Full time

    Introduction : Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build...


  • Little Rock, Arkansas, United States GGB - Global Full time

    About the RoleGGB - Global is seeking an Associate Client Service Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and building strong relationships.Key ResponsibilitiesAssist Senior Client Service Managers with day-to-day coverage...

  • Client Associate

    4 weeks ago


    Rock Hill, United States First Citizens Bancshares, Inc. Full time

    This position provides administrative support to FCIS sales associates. Supports new business development by ensuring efficient daily operations. Responsible for documentation and filing, scheduling appointments, client assistance, and other activiti Client Associate, Sales Associate, Financial Planning, Associate, Operations, Support, Retail, Banking


  • Little Rock, Arkansas, United States Stephens Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Associate to join our team at Stephens. As a Client Associate, you will provide exceptional support to our financial consultants and customers, ensuring seamless day-to-day operations and exceptional client experiences.Key ResponsibilitiesProcess new account and transfer account forms...


  • Little Rock, United States Stephens Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain related files and documentation.Take and/or Enter customer orders via Backoffice to exchanges and trading room, at request of broker or customer.Check reports and trade confirmations on past transactions to...


  • Little Rock, United States Stephens Full time

    ESSENTIAL DUTIES AND RESPONSIBILITIES Open new accounts, obtain required information, verify accuracy, and enter into system. Set up and maintain related files and documentation. Take and/or Enter customer orders via Backoffice to exchanges and trading room, at request of broker or customer. Check reports and trade confirmations on past transactions to...

  • Associate Attorney

    4 weeks ago


    Little Rock, Arkansas, United States The McHughes Law Firm, PLLC Full time

    Job Title: Associate AttorneyWe are seeking an experienced Associate Attorney to join our team at The McHughes Law Firm, PLLC. As an Associate Attorney, you will be responsible for handling pre-suit matters for our civil litigation practice.Responsibilities:Client Intake: Meet with clients to discuss their cases and provide guidance on the litigation...

  • Wealth Associate

    1 month ago


    Little Rock, Arkansas, United States Bank OZK Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Wealth Associate to join our team at Bank OZK. As a Wealth Associate, you will provide exceptional client service and administrative support to our Wealth Advisors, ensuring seamless execution of daily transactions and activities.Key ResponsibilitiesExecute daily transaction activity, including...

  • Accounting Associate

    1 month ago


    Little Rock, Arkansas, United States Forvis Mazars Full time

    Accounting Associate Job DescriptionWe are seeking a highly motivated and detail-oriented Accounting Associate to join our Outsourced Accounting Services (OAS) team. As an Associate in our OAS group, you will be a valued member of our team and will build relationships with our outsourcing clients.Key Responsibilities:Provide exceptional client service while...

  • Audit Associate

    4 weeks ago


    Little Rock, Arkansas, United States FORVIS Full time

    Join Our Team as an Audit AssociateWe are seeking a highly motivated and detail-oriented Audit Associate to join our team at Forvis Mazars. As an Audit Associate, you will play a critical role in helping our clients achieve their financial goals by providing high-quality audit services.Key Responsibilities:Perform audit testing on financial statement...

  • Audit Associate

    1 month ago


    Little Rock, Arkansas, United States FORVIS Full time

    Join Our Team as an Audit AssociateWe are seeking a highly motivated and detail-oriented Audit Associate to join our team at Forvis Mazars. As an Audit Associate, you will play a critical role in helping our clients achieve their financial goals by providing high-quality audit services.Key Responsibilities:Perform audit testing on financial statement...

  • Audit Associate

    2 weeks ago


    Little Rock, Arkansas, United States Forvis Mazars Full time

    Join Our Team as an Audit AssociateWe are seeking a highly motivated and detail-oriented Audit Associate to join our team at Forvis Mazars. As an Audit Associate, you will play a critical role in helping our clients achieve their financial goals by providing high-quality audit services.Key Responsibilities:Perform audit testing on financial statement...


  • Little Rock, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Little Rock, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...

  • Audit Associate

    4 weeks ago


    Little Rock, Arkansas, United States FORVIS Full time

    Join Our Team as an Associate Audit ProfessionalWe are seeking a highly motivated and detail-oriented Associate Audit professional to join our team at Forvis Mazars. As an Associate Audit professional, you will play a key role in helping our clients achieve their financial goals by providing high-quality audit services.Key Responsibilities:Performing audit...


  • Little Rock, United States Edward Jones Full time

    Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.You thrive in an...


  • Little Rock, Arkansas, United States Forvis Mazars Full time

    Accounting Services Associate RoleWe are seeking a highly skilled Accounting Services Associate to join our team at Forvis Mazars. As an Associate in our Outsourced Accounting Services (OAS) group, you will be a valued member of our team and will build relationships with our outsourcing clients.Key Responsibilities:Dedicate time to client service while...

  • Wealth Associate

    2 weeks ago


    Little Rock, Arkansas, United States Bank OZK Full time

    Job SummaryAs a Wealth Associate at Bank OZK, you will play a vital role in providing exceptional client service and administrative support to our Wealth Advisors. This is an exciting opportunity to join a dynamic team and contribute to the success of our clients.Key ResponsibilitiesExecute daily transaction activity, including client account maintenance,...