Client Associate / Sales Assistant (Leading RIA)

Arkansas Talent Group is exclusively partnering with a very successful and established Registered Investment Advisory Firm in Little Rock to find their next Sales Assistant / Client Associate. This RIA has a large client base with over 800 million in assets managed. They are an established business that is continuing their growth trajectory. This is a newly created position due to growth that will support 2 extremely successful Financial Advisors, and will be trained by some of the best and most tenured Sales Assistants in the businesses.

Responsibilities:

• Assist 2-3 financial advisors with preparing client presentations, investment reports, and marketing materials
• Assist Investment Advisors with processing and confirming client transactions
• Deal directly with clients, provide quotes, and execute trading orders
• Process and follow up on client documentation for proper maintenance of accounts
• Assist with servicing existing clients
• Conduct market research and gather data to support advisors' sales efforts
• Schedule client meetings and appointments for advisors
• Maintain updated client contact information and databases
• Process paperwork for new client onboarding
• Manage front office operations including greeting clients, answering phones, and routing inquiries
• Assist with scheduling meetings, booking travel, and making arrangements
• Organize and maintain electronic and physical filing systems

Qualifications:

• Bachelors preferred, but experience will trump education
• Series 65 license required, or willingness to get it
• 5-10 years of experience in supporting role in the Investment Advisory industry, preferably with an RIA
• Strong communication and client service skills
• Excellent organizational abilities and attention to detail
• Proficiency with Microsoft Office suite and CRM software
• Ability to multitask and work in a fast-paced environment

Benefits & Perks of the firm:

• Competitive Salary
• Bonus Opportunity
• Comprehensive benefit package, client pays 100% of health insurance
• 6% Matching 401k and also a large HSA contribution 
• Unlimited PTO
• Flexible schedule with work life balance and laid back atmosphere

For more information, please apply directly or send a copy of your resume for review to Chris Chunn or Stephanie Shine at chris.chunn@arkansastalentgroup.com or stephanie.shine@arkansastalentgroup.com

Arkansas Talent Group is an Executive Permanent Placement Recruitment Firm, all considerations will be held confidential. Please visit our website for more information and accurate salary ranges.