Top Little Rock financial firm seeking a Client Service Administrator to serve as the true connection between clients and the internal team. The qualified candidate enjoys and excels at managing the day-to day operations, compliance, and technology and comes from a finance or banking background.

Job Duties:

  • Provide administrative support as needed: answer calls, manage contacts, manage schedules and produces report
  • Maintain and retain office files consistent with firm/professional policies and requirements
  • Send paperwork to clients using the electronic signature system
  • Quality check and submit custodial items for processing
  • Engage and support weekly Client Prep meetings, ensuring Advisory and Client Services teams are ready and prepped for upcoming client meetings
  • Support client onboarding requirements with financial planning and investment management applications
  • Prepare and produce back-office support demands for basic client account requests
  • Gather and prepare necessary information for advisory meetings with clients.

Experience and Education:

  • Bachelor’s degree preferred
  • 1-4 years of experience in banking/financial services including retirement plans and custodial funds
  • Familiarity with MS Office, basics of CRM system, and basic technology.
  • Excellent communication skills (verbal, written and listening)
  • Ability to handle stress in client relations and a busy office environment
  • Excellent time management and strong organizational skills
  • Ability to prioritize multiple tasks and anticipate potential problems
  • Proficiency in Salesforce (CRM) preferred

#IND


Apex Staffing, Inc.

Tagged as: Banking

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