Client Relations Associate

2 weeks ago


Little Rock, Arkansas, United States Stephens Full time

KEY RESPONSIBILITIES

  • Open new client accounts, gather essential information, verify accuracy, and enter data into the system. Organize and maintain related documentation and files.
  • Facilitate customer transactions through Backoffice for exchanges and trading operations, following broker or client instructions.
  • Document trades in Bloomberg, distribute trade paperwork to clients, and ensure efficient trade settlements.
  • Examine reports and trade confirmations for previous transactions to identify errors, discrepancies, and rectify them.
  • Respond to client inquiries, provide information, and resolve issues effectively.
  • Perform various administrative tasks such as drafting communications, managing phone calls, greeting visitors, coordinating travel arrangements, overseeing expenses, duplicating documents, mailing materials, organizing files, and maintaining reference resources.
  • Undertake additional responsibilities assigned by management.

EDUCATIONAL BACKGROUND AND EXPERIENCE

  • Hold a Bachelor's degree in Accounting, Marketing, Business Administration, Finance, or a related discipline.
  • Possess 12-18 months of relevant industry experience.
  • Alternatively, demonstrate a comparable combination of educational background and practical experience.

CERTIFICATIONS AND LICENSES REQUIRED

  • SIE - Securities Industry Essentials
  • Series 7 - General Securities Representative
  • Series 63 - State Law Examination or Series 66 - Combined State Law


  • Little Rock, Arkansas, United States Stephens Full time

    KEY RESPONSIBILITIESOpen new client accounts, gather essential information, verify its accuracy, and enter it into the database. Organize and maintain related documentation and files.Facilitate customer transactions through Backoffice for exchanges and trading operations, according to broker or client instructions.Document trades in Bloomberg, distribute...


  • Little Rock, Arkansas, United States Stephens Full time

    KEY RESPONSIBILITIESInitiate new client accounts, gather essential information, verify accuracy, and enter data into the system. Develop and maintain related documentation and records.Facilitate customer orders through Backoffice for exchanges and trading activities, in accordance with broker or client instructions.Document trades in Bloomberg, dispatch...


  • Little Rock, Arkansas, United States Massage Envy Full time

    Position Overview:Embark on a Rewarding Career PathCompany: Massage EnvyAre you enthusiastic about assisting others? Do you excel at establishing connections with clients, ensuring they feel valued, and delivering exceptional service? If this resonates with you, we would love to connect.Compensation & Benefits:Competitive hourly wage ranging from $14 to $17,...


  • Little Rock, Arkansas, United States Massage Envy Full time

    Position Overview:Join a Team Where Careers FlourishMassage Envy is seeking individuals who are passionate about enhancing the well-being of others. If you excel at making clients feel valued and providing exceptional service, we would love to connect with you.Compensation & Benefits:Starting pay ranges from $14 to $17 per hour, with additional earnings...


  • Little Rock, Arkansas, United States Ben Owens - State Farm Agent Full time

    Join Our Team as a Client Relations Specialist at Ben Owens - State Farm AgentAre you passionate about building connections with clients and achieving professional goals? If you envision a future where you might own your own business but prefer to gain experience first, this role could be the ideal fit for you. This position provides comprehensive training...


  • Little Rock, Arkansas, United States Reliant Roof Pros Full time

    Position OverviewClient Relations SpecialistReliant Roof Pros is seeking to expand our dedicated team by adding two Client Relations Specialists. This role is essential for driving new business within our current offerings and aiding in the establishment of new service areas within our organization.WHY JOIN RELIANT ROOF PROS?Competitive commission structures...


  • Little Rock, Arkansas, United States FIS - Fidelity Information Services Full time

    Position OverviewThe role of a Customer Support Specialist involves providing top-notch assistance to our esteemed clientele in the banking sector. Your primary responsibilities will include:Delivering Exceptional Service: Engage with high-value clients, ensuring their inquiries and concerns are addressed with utmost professionalism.Account Management:...


  • Little Rock, Arkansas, United States Enterprise Holdings Full time

    Position Overview:Enterprise Mobility, which encompasses the Enterprise Rent-A-Car, National Car Rental, and Alamo car rental brands, is recognized as one of the premier employers in the industry. As the largest and fastest-growing privately held automotive rental and leasing firm in North America, we are currently expanding our team. Our goal is to...


  • Little Rock, Arkansas, United States Crain Automotive Team Full time

    Client Relations SupervisorThe Crain Automotive Team stands as Arkansas' premier family-owned and operated dealership group, dedicated to providing an outstanding experience for customers seeking both new and pre-owned vehicles, as well as certified automotive repair services and collision centers. Our expansion continues across Northwestern and Central...


  • Little Rock, Arkansas, United States Crain Automotive Team Full time

    We are looking for a Customer Relations Manager to become a vital part of our organization. In this role, you will assist clients by delivering comprehensive product and service details while addressing any technical challenges they may encounter.Key Responsibilities:Address customer inquiries and grievancesSupply detailed information regarding our...


  • North Little Rock, Arkansas, United States Beacon Hill Full time

    Senior Customer Service RepresentativeBeacon Hill Staffing Group is seeking a Senior Customer Service Representative to join our team. This role offers a temporary to permanent opportunity, with regular business hours from Monday to Friday. Compensation starts at $20 per hour, commensurate with experience.Position OverviewThe Senior Customer Service...


  • Little Rock, Arkansas, United States Little Rock Marriott Full time

    Position Overview:Are you an enthusiastic sales leader with a keen interest in the hospitality sector? We are seeking a Sales Manager to join our team and elevate your career by driving revenue and fostering robust relationships with clients. In this pivotal role, you will be instrumental in generating sales, crafting strategies, and surpassing targets....


  • Little Rock, Arkansas, United States Stephens Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stephens. As a Client Service Associate, you will be responsible for providing exceptional customer service to our clients, ensuring accurate and timely processing of client transactions, and maintaining accurate records.Key ResponsibilitiesClient...


  • Little Rock, Arkansas, United States Stephens Full time

    Job SummaryWe are seeking a highly skilled Client Service Associate to join our team at Stephens. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our clients.Key ResponsibilitiesClient OnboardingOpen new accounts, obtain required information, verify accuracy, and enter into our system.Set up and...


  • 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...


  • Little Rock, Arkansas, United States Phoenix Holdings Group Full time

    Qualifications and Certifications RequiredCandidate must hold a Bachelor's degree in Business Administration, Criminal Justice, or a related discipline.Must be eligible to obtain or possess necessary licensing as mandated by state regulations for Missouri, Arkansas, and any applicable county requirements.A valid and current driver's license is...


  • Little Rock, Arkansas, United States Stephens Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Stephens. As a Client Service Associate, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesAccount ManagementOpen new accounts and obtain required information to ensure accuracy and...


  • Little Rock, Arkansas, United States Stephens Full time

    Position: Client Services AssociateAs a Client Services Associate at Stephens, you will play a crucial role in managing client accounts and ensuring a high level of service. Your responsibilities will include:Initiating new client accounts, verifying details, and accurately entering data into our systems.Facilitating customer transactions through our...


  • Little Rock, Arkansas, United States The Everest Group Full time

    Job OverviewCompanyThe Everest Group is a prominent logistics provider specializing in a range of services, including full truckload, less than truckload, drayage, brokerage, and warehousing solutions. LocationLittle Rock, Arkansas Position Summary:The Client Relations Supervisor is responsible for delivering exceptional customer service to both internal and...


  • Little Rock, Arkansas, United States TAS Environmental Services Full time

    Business Development ManagerThe Business Development Manager (BDM) is tasked with enhancing the client portfolio within the assigned territory by pinpointing prospective customers and nurturing client relationships. Reporting directly to the General Manager, the BDM is instrumental in propelling business expansion for TAS Environmental Services, LP.Core...