Robert Half International Advisor Relationship Manager/Client Associate in North Little Rock, Arkansas
One of my clients, one of the largest Investment Management Firms in Arkansas, is seeking an Advisor Relationship Manager/Client Associate for their Headquarters in Maumelle. This is a newly created position due to growth in the organization and will report directly to the Operations Supervisor!
Duties would include:
• Supporting Financial Advisors
• Opening new accounts
• IRA Distributions
• Closing Accounts
• Wire Transfers
• Handling Custodial alerts and maintaining service tickets
• Check requests
• Maintaining accounts and files in Salesforce
• Other duties as assigned by management
Investment Firm is seeking a candidate with a Bachelor’s in business with 2-5 years of experience in the financial services industry. Associate must have a professional demeanor with strong customer service skills and strong communication skills. Associate must also be strong in all Microsoft products and be tech savvy. Experience in cloud-based products is also a plus.
Company offers a laid-back atmosphere that is dog friendly in a brand-new office with cutting edge technology! Client is also offering a competitive salary, great benefits, and nice retirement plan. There is also opportunity for growth! For more information or confidential consideration please email firstname.lastname@example.org
This is a full time role and is a permanent placement opportunity.
Back Office Support, Administrative Assistance
Robert Half Finance & Accounting matches skilled professionals with remote or on-site jobs in accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our experienced staffing professionals can promote you to employers and advocate on your behalf. We provide access to top jobs, competitive compensation and benefits, and free online training. For more opportunities, get the Robert Half app and receive instant notifications when our AI matches your skills and experience with jobs.
When you work with us, you’re working with the best. Robert Half has been recognized as one of FORTUNE’s “Most Admired Companies” every year since 1998 and was No. 1 on Forbes’ annual ranking of America’s Best Professional Recruiting Firms.
Questions? Call your local office at 1.888.490.5461. All applicants applying for U.S. job openings must be legally authorized to work in the United States.
Salary: $40,000.00 - $50,000.00 / Yearly
Location: North Little Rock, AR
Date Posted: January 10, 2021
Employment Type: Full-time
Job Reference: 03000-0011664958
Staffing Area: Full-Time Accounting u0026 Finance