Registered Wealth Management Client Associate
2 weeks ago
Description
:This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
This is a part-time role Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindsetSkills:
Account Management Client Management Customer and Client Focus Issue Management Oral Communications Business Development Client Solutions Advisory Pipeline Management Prioritization Administrative Services Emotional Intelligence Referral Identification Written CommunicationsRequired Qualifications:
SIE, Series 7, 63/65 or 66 Displays advanced industry knowledge and understanding of investment products
Desired Qualifications:
This is a part-time role
Shift:
1st shift (United States of America)Hours Per Week:
19.5-
Registered Wealth Management Client Associate
3 weeks ago
Little Rock, United States The Bank of America Corporation Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Associate, Management, Registered, Wealth, Client Service, Financial Advisor
-
Associate Client Director
6 days ago
Little Rock, United States NielsenIQ Connect Partner Network Full timeThe Associate Client Director is responsible for creating and growing client relationships, understanding unique client priorities and identifying which NIQ solutions are best aligned, and delivering on the client’s strategic priorities. This position will be closely connected with business development and the revenue management process. You’re the first...
-
Merrill Market Client Relationship Manager
7 days ago
Little Rock, United States The Bank of America Corporation Full timeAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Relationship Manager, Client Relations, Relationship, Manager, Client Service, Client Associate, Business...
-
Client Manager of RCM Services
3 weeks ago
Little Rock, United States AAIT RCM Full timeJob DescriptionJob DescriptionDescription:SUMMARY OF RESPONSIBILITIESThe Client Manager is responsible for managing the revenue cycle processes for physician practices and ambulatory surgical centers. The Client Manager will analyze the financial health on a monthly basis to identify reimbursement trends, patterns of denials, and develop an intimate...
-
TM Client Services Specialist II
2 weeks ago
Little Rock, United States Bank OZK Full timeBasic Qualifications: * High School Diploma or equivalent required. * Minimum of two (2) years of technical, help desk, or call center work experience required. * Minimum of one (1) year of work experience with computers, including Microsoft Word and Excel required. * Minimum of one (1) year of related customer service work experience and/or specialized...
-
Territory Sales Manager
1 week ago
Little Rock, United States Source Management, Inc. Full timeWe are seeking a career-driven individual for an exciting sales opportunity in the Little Rock, AR area! Our client is a premier, US-based company specializing in civil construction products (environmentally friendly) which are sold/specified into commercial and municipal projects. This company has a top-tier market position and a strong growth trajectory....
-
Remote Associate Attorney
6 days ago
Little Rock, United States Blitt & Gaines P.C. Full timeJob Title: Remote Associate Attorney About Blitt and Gaines, P.C. BG is an industry leading debt collection law firm that has been in business over 30 years. Our Firm has 47 attorneys, and 250 support staff throughout 9 offices in the following states: Arizona, Illinois, Indiana, Missouri, Iowa, Kansas, and Wisconsin. We are proud to represent most of the...
-
Finance Associate
3 weeks ago
Little Rock, United States LifeMagic Group Full timeCompany Overview LifeMagic Group is a Fractional COO consulting company that aims to unlock the potential of individuals who can change the world. They integrate traditional and new perspectives, envision larger possibilities, empower by simplifying complexity, lead with integrity, and serve to help others grow and succeed. Job Overview We are seeking a...
-
Client Relations
2 weeks ago
Little Rock, United States Prism Medical Products Full timeCome for a job, stay for a career! The Client Relations Associate handles a wide variety of client inquiries; provides issue resolutions, consistent client communication, and the overall goal being client satisfaction. This member handles inbound and outbound phone inquiries asking probing questions to identify and resolve patient needs. Assist clients with...
-
Research Associate I
4 weeks ago
Little Rock, United States University of Arkansas for Medical Sciences Full timeSummary of Job Duties :The Research Associate I, will serve as a member of a close-knit, dynamic research team. On an on-going basis the Research Associate I, will assist with the conduct of research activities including VA and UAMS IRB. The Research Associate I, will serve as the project director/manager on multiple grants. He or she will serve as the...
-
Tax Senior Associate
3 weeks ago
Little Rock, United States Forvis Full timeDescription & Requirements As a Tax Senior Associate at FORVIS, you value working closely with others to plan for the future and to help successful companies and their owners avoid surprises, coordinate tax strategies, and grow. You will provide authentic support to your teammates and clients and communicate regularly with them to understand their...
-
Retail Sales Associate
3 days ago
Little Rock, United States American Freight Furniture Full time** Retail Sales Associate** **Job Category****:** Sales **Requisition Number****:** RETAI006254 Showing 1 location **Job Details** **Description** The Retail Sales Associate is responsible for enhancing the experience of customers and driving profitable sales by providing proactive consultative sales assistance and support to the customer, achieving...
-
Associate Audit July 2025 | Little Rock
4 weeks ago
Little Rock, United States FORVIS Full timeRequisition Number2231947 Description & Requirements Are you an accounting student striving for CPA eligibility and looking for a full-time opportunity in Audit? At FORVIS, you can use your critical thinking abilities to help clients solve problems or apply your social skills to build rewarding business relationships. You will work with clients from a...
-
Associate Audit July 2025 | Little Rock
14 hours ago
Little Rock, United States FORVIS Full timeDescription & Requirements Are you an accounting student striving for CPA eligibility and looking for a full-time opportunity in Audit? At FORVIS, you can use your critical thinking abilities to help clients solve problems or apply your social skills to build rewarding business relationships. You will work with clients from a variety of industries as you...
-
Associate Tax July 2025 | Little Rock
3 weeks ago
Little Rock, United States FORVIS Full timeDescription & Requirements Are you an accounting student striving for CPA eligibility and looking for a full-time opportunity in Tax? At FORVIS, you can use your critical thinking abilities to help clients solve problems or apply your social skills to build rewarding business relationships. You will work with clients from a variety of industries as you...
-
PLC Control Engineer
3 weeks ago
Little Rock, United States Management Recruiters Full timePLC CONTROLS SPECIALIST Little Rock, AR Our client is a global manufacturing company that was founded in the 1880s. Their Little Rock facility is expanding, and the company has several opportunities for advancement beyond this role. In fact, the job reports directly to the Plant Technical Manager whom we placed there in Sept 22 as a Project Engineer and was...
-
Registered Nurse
2 weeks ago
Little Rock, United States Action Staffing Solutions Inc. Full timeAction Staffing Solutions Inc. is a woman-owned/minority owned healthcare staffing company with JCAHO accreditation. We are looking for registered nurses to join our nursing staff in providing excellent health care to our patients. Your duty of caring for the patients coming into our facility include tasks like creating and maintaining accurate patient...
-
Investment Banking Sr. Associate
6 days ago
Little Rock, United States Stephens Full timeTitle: Investment Banking Sr. Associate/ Vice President Group: Healthcare Services Location: Little Rock WHY STEPHENS Founded in 1933, Stephens is a privately held family-owned business whose mission is to become a trusted advisor to our clients in a Banking, Vice President, Investment, Associate, Business Development, President
-
Warehouse Associate
1 week ago
Little Rock, United States American Freight Furniture Full time** Warehouse Associate** **Job Category****:** Merchandising **Requisition Number****:** WAREH006256 Showing 1 location **Job Details** **Description** The Warehouse Associate position exists to ensure effective movement and management of inventory between the dock, sales floor, product repair, customer pickup and delivery. This role ensures the proper...
-
Parts Warehouse Associate
6 days ago
Little Rock, United States JA Riggs Tractor Company Full timeThe PWA (Parts Warehouse Associate) is responsible for successfully provides excellent customer service and maintains an organized warehouse operation through shipping, receiving, delivery, order filling and inventory management. - Pick and pull part Warehouse Associate, Parts, Warehouse, Associate, Customer Service, Inventory Control, Manufacturing