Client Experience Specialist – Finance & Advisor Support

Prime Capital Financial; Little Rock (AR); Vor Ort; USD 42.000 - 64.000; Vollzeit

Zusammenfassung

Prime Capital Financial seeks a client-focused service professional to support advisors and deliver a high-quality client experience. You will independently handle inquiries, process routine account servicing tasks, and ensure compliant documentation and timely execution.

Coordinate client meetings, manage multiple priorities, and collaborate with internal teams to maintain accurate records and smooth workflows.

Qualifikationen

• Bachelor's degree or equivalent experience preferred
• 2+ years of financial services or client service experience
• Strong knowledge of account servicing processes
• Demonstrated ability to manage multiple priorities

Aufgaben

• Independently manage client inquiries and service requests
• Process account maintenance, including money movements and distributions
• Prepare and review new account documentation
• Maintain compliance logs and required documentation
• Support advisors with client deliverables and follow-ups
• Scheduling client meetings and events
• Coordinating meetings across multiple advisor calendars

Kenntnisse

Client service

Account servicing

Multi-tasking

Organization

Relationship building

Ausbildung

Bachelor's degree or equivalent experience

Jobbeschreibung

Prime Capital Financial seeks a client-focused service professional to support advisors and deliver a high-quality client experience. You will independently handle inquiries, process routine account servicing tasks, and ensure compliant documentation and timely execution.

Coordinate client meetings, manage multiple priorities, and collaborate with internal teams to maintain accurate records and smooth workflows.