Client Service Specialist

Position : Client Service Specialist

Location : G.

Stephen White & Associates N Little Rock, AR

License Requirements : Series 7, Series 66, and Life & Health Insurance licenses (if not currently licensed must be actively pursued during employment)

Are you a driven and knowledgeable financial professional looking to make a significant impact in the world of financial planning management?

Do you have a passion for assisting clients in achieving their financial goals and securing their financial futures? If so, we invite you to apply for the position of Client Service Specialist at our client oriented and driven team.

About Us :

We are a well-established private wealth practice dedicated to providing comprehensive financial planning and investment management services to our clients.

Our team of experienced financial experts works collaboratively to deliver tailored solutions that align with our clients' unique financial objectives and aspirations.

Role Overview :

As a Client Service Specialist with our practice, you will play a pivotal role in supporting our Financial Advisors in delivering exceptional service to our valued clients.

Your responsibilities will encompass a wide range of tasks, including trading activities, meeting preparation, and financial planning assistance.

Key Responsibilities :

• Meeting Preparation : Collaborate with Financial Advisors to prepare for client meetings, gather necessary financial information, and create client-ready materials.
• Scheduling Coordinator : Set up and maintain client service model. Ensure clients are scheduled within their given schedule model.
• Client Relationship Management : Foster positive relationships with clients and deliver outstanding customer service, promptly addressing inquiries and providing solutions as needed.
• Financial Planning Preparation : Assist in the development of comprehensive financial plans, conducting research, and analyzing data to ensure accuracy and relevance.
• Compliance Adherence : Maintain a strong understanding of industry regulations and internal policies to ensure all activities align with legal and ethical standards.
• Trading Support : Facilitate and execute investment trades on behalf of clients, ensuring compliance with regulations and guidelines while striving for optimal outcomes

Requirements :

• Bachelor’s degree required
• Willing to obtain the Series 7 License, Series 66 License, Life & Health Insurance License
• Practice will support you obtaining your licensure
• Prior clerical experience in financial planning, wealth management, or related role is preferred.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, Powerpoint)
• Excellent communication and interpersonal abilities

Compensation and Benefits :

• $45,000-$50,000 per year commensurate with experience / licensing
• We offer competitive benefits package including health insurance paid for by the employer.

401k with a 4% match after one year of employment, opportunity for profit sharing, PTO and paid holidays.

We also offer a supportive and collaborative work environment.

Additionally, our team members have access to ongoing professional development opportunities to enhance their skills and knowledge.

How to Apply :

If you are ready to take your career to new heights and contribute to the success of our esteemed private wealth practice, please submit your resume and a cover letter detailing your relevant experience and qualifications.

Join our dynamic team and play an integral role in helping our clients achieve financial prosperity and security.

We look forward to reviewing your applic ation!