We have other current jobs related to this field that you can find below

  • Client Relationship Specialist

    6 hours ago

    Little Rock, Arkansas, United States JTS Financial Full time

    Job OverviewPosition Summary:The Client Relationship Specialist plays a crucial role in managing daily interactions with our clientele through effective communication and strategic management of resources. This position is integral to the operational efficiency and has a direct impact on achieving key performance indicators and deliverables.Key...

  • Client Relationship Specialist

    5 days ago

    Little Rock, Arkansas, United States JTS Financial Full time

    Job OverviewPosition Summary:The Client Relationship Specialist plays a crucial role in managing daily interactions with our clients through effective communication and strategic management of personnel. This position is vital for the operational efficiency and directly influences our capability to achieve essential goals and deliverables.Key...

  • Client Relationship Specialist

    6 hours ago

    Little Rock, Arkansas, United States JTS Financial Full time

    Job OverviewPosition Summary:The Client Relationship Specialist plays a crucial role in managing the daily interactions with our clients through effective communication and strategic oversight. This position is vital for ensuring operational excellence and directly influences our capacity to achieve essential goals and deliverables.Key...

  • Client Relationship Specialist

    6 days ago

    Little Rock, Arkansas, United States Partners Bank Full time

    Join Partners Bank: At Partners Bank, our motto - Better Together - reflects our commitment to fostering opportunities through meaningful connections. We are dedicated to understanding the unique needs of the communities we serve, and we believe that the best way to achieve this is by engaging with the heart of each community: its people. NOW HIRING a CLIENT...

  • Client Service Specialist

    5 days ago

    Little Rock, Arkansas, United States Thrivent Financial Full time

    Job Title: Client Service Specialist at Thrivent FinancialThe position of a Client Service Specialist is essential in enhancing the efficiency of financial advisors. In this role, you will manage daily tasks, including responding to client service inquiries, executing post-meeting responsibilities, maintaining client records, and performing various...

  • Financial Investment Sales Representative

    5 days ago

    Little Rock, Arkansas, United States BOK Financial Full time

    Position ID: 75379 Location: Little Rock -LTLRK Focus Area: Wealth Management Salary Information: Not Available Application Deadline: 09/15/2024BOK Financial Corporation Group encompasses BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA manages TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates...

  • Client Service Specialist

    1 month ago

    Little Rock, United States Prime Capital Financial Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Little Rock, AR Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm,...

  • Client Service Specialist

    4 weeks ago

    Little Rock, United States Prime Capital Financial Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Little Rock, AR Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm,...

  • Client Service Specialist

    23 hours ago

    little rock, United States Prime Capital Financial Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Little Rock, AR Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm,...

  • Client Service Specialist

    8 hours ago

    little rock, United States Prime Capital Financial Full time

    We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management practice in our Little Rock, AR Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm,...

  • Client Relations Support Specialist

    5 days ago

    Little Rock, Arkansas, United States Thrivent Financial Full time

    La posición de Client Relations Support Specialist en Thrivent Financial ofrece asistencia administrativa licenciada. Este rol implica gestionar consultas, mantener operaciones, atender llamadas, recibir a los clientes, administrar correo y correos electrónicos, solicitar suministros y utilizar sistemas informáticos para respaldar las relaciones con los...

  • Financial Operations Specialist

    6 days ago

    Little Rock, Arkansas, United States Mantras2Success Consultants Full time

    Position Summary:We are looking for a meticulous and skilled Financial Operations Specialist to oversee a variety of financial functions, including Accounts Receivable (AR), Accounts Payable (AP), Payroll, Inventory Management, and the preparation of offline financial reports. The successful candidate will possess a robust understanding of international...

  • Banking Relationship Specialist

    6 days ago

    Little Ferry, New Jersey, United States Codat Full time

    Position OverviewCompensation: $80,000-$110,000 base salary with an OTE of $110,000-$137,000. Work Environment: Hybrid model with 2+ days a week in the office.About CodatCodat is dedicated to enhancing the connections between banks and their business clientele. Our innovative solutions facilitate the seamless access, synchronization, and interpretation of...

  • Administrative Coordinator and Financial Specialist

    6 days ago

    Little Rock, Arkansas, United States River Rock Builders, LLC Full time

    Job OverviewRiver Rock Builders, LLC is in search of a dedicated Administrative Coordinator and Financial Specialist to enhance our operations. This role involves managing and scrutinizing financial documentation for our organization.Key Responsibilities:Gather essential financial information for accounting purposesCalculate and document numerical data...

  • Financial Accounting Specialist

    3 hours ago

    Little Rock, Arkansas, United States FIS Full time

    Position Type: Full time Type Of Hire: Experienced (relevant combination of work and education) Travel Percentage: 0% Job Overview At FIS, we drive the technology that fuels the global economy, and our teams are dedicated to bringing innovation to fruition. We embrace diversity to provide the best products and solutions for our colleagues,...

  • Financial Sales Representative

    2 months ago

    Little Rock, Arkansas, United States The Mathews Agency Full time

    About the Mathews Agency:We are hiring a Customer Relationship Management Specialist who can meet our warm lead clients via phone or Zoom and tailor a plan to the client's financial needs. We welcome applicants with, and without, industry experience - we hire based on values, drive, professionalism and communication skills. We work off of a...

  • Client Relationship Manager

    6 days ago

    Little Rock, Arkansas, United States Trane Technologies Full time

    At Trane Technologies™, we are committed to developing groundbreaking climate solutions for various environments, including buildings, homes, and transportation, that push the boundaries of sustainability. Our team embraces challenges and transforms them into impactful opportunities. We envision a brighter future where we empower individuals and foster...

  • Financial Operations Specialist

    5 days ago

    Little Rock, Arkansas, United States Baldwin & Shell Full time

    Job OverviewBaldwin & Shell Construction Company is seeking a dedicated Accounting Specialist to become an integral part of our Corporate team.The Accounting Specialist is vital to our operations, ensuring that vendor invoices align with the expectations of our purchasing team. This role often serves as the final checkpoint for costs before payment,...

  • Financial Operations Specialist

    5 days ago

    North Little Rock, Arkansas, United States Nixon Power Services Full time

    Position OverviewNixon Power Services, a leader in the distribution of Kohler Power generators, is seeking a dedicated Accounting Specialist to enhance our financial operations. We pride ourselves on fostering a dynamic workplace where adaptability and a proactive mindset are essential.As an Accounting Specialist, you will play a crucial role in overseeing...

  • Consumer Loan Sales Specialist

    1 month ago

    Little Falls, United States OneMain Financial Full time

    At OneMain, Consumer Loan Sales Specialists empower customers – listening to their needs and providing access to friendly, fast, and affordable financing for life’s expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and...

Financial Relationship Specialist

2 months ago

Little Rock, United States Right Choice Resources Full time

One of our clients is looking to hire a Financial Relationship Specialist. This position supports Advisors with the financial planning process and workflow. The base salary is up to $70,000, which may be negotiable, plus a bonus. You must be empathetic to the clients, decisive, confident, and respected. Position Responsibilities: Provides support to Advisors at an expert level in servicing clients and managing financial planning workflow. This includes assisting Advisor in servicing clients by collecting and inputting data for financial plans, running scenarios, and closing out plans. Coordinates with the investment, insurance and service delivery departments to obtain pertinent information for financial plans. Maintains client contact during the financial planning process. Works hand-in-hand with Advisors to prepare materials for client meetings, including but not limited to, the preparation of account level advice letters to meet compliance requirements, financial plans, and other documents as requested by the Advisor. Reviews and updates client information as needed for client review meetings. Attends and participates in client meetings if requested by Advisor. Responsible for the review of all client meetings to ensure all follow-up as it relates to the clients financial plan is completed. Prepares and verifies information for client forms, applications, and other documents. Ensures confidentiality with respect to all client and prospective client information. Coordinates with Home Office to resolve issues that may arise. Builds and maintains a deep understanding of client process and needs, as well as industry trends, best practices, and solutions. Provides general administrative duties. Maintains client records by filing and organizing client information, forms and documents within Compliance Manual records retention and filing requirements. Displays willingness to learn all compliance regulations consistent with regulatory and Broker Dealer requirements.

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