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Client Associate

One of our clients, a rapidly growing Wealth Management company in Bryant, is looking for an Operations Specialist/ Client Associate to join their growing team! This position will help with high level administrative work for two of the top Financial Advisors in the company. The company offers competitive pay, wonderful benefits, and brand new offices! What do you get to do every day?
Execute Trades
High level administrative support to advisors
Preparing and processing paperwork
Handling correspondence
Arranging conference calls
Conducting Research
Preparing portfolio reports
Other special projects for Advisors The company is rapidly growing and looking for someone with strong communication skills that is detail oriented. Specialist must be very professional and driven. Specialist MUST have Series 7, or willing to get it. Bachelors is a plus but not required. 3+ years of experience in the Financial Industry is required. For more information or confidential consideration email chris.chunn@roberthalf.com
Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune? magazine's list of "World's Most Admired Companies" since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.
Apply for this job now or contact our nearest office at 844.539.2523 for additional information.
All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.
? 2018 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans
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Req ID: 03000-0010387448
Functional Role: Portfolio Assistant
Country: USA
State: AR
City: Bryant
Postal Code: 72022
Compensation: $40,000.00 to $55,000.00 per year
Requirements: Benefits Administration, Branch Administration, Portfolio Administration


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