Client Relations Coordinator – Wealth Management

Arvest Bank; Bentonville (AR); On-site; USD 28,000 - 34,000; Full time

Job summary

Arvest Wealth Management in Bentonville, AR is seeking a Client Relationship Coordinator to assist in servicing clients and strengthening relationships. The role acts as a liaison between Client Advisors and clients, requiring strong listening, communication, multitasking, and solution-focused skills.

Typical duties include handling high-volume client interactions, supporting advisors and branch offices, processing transactions, opening accounts, maintaining accurate paperwork, and preparing

Qualifications

• High school diploma or GED is required.
• 18 months administrative experience is required.
• Proficient mathematical skills are required.
• Proficiency with Google Workspace applications is preferred.
• Previous experience in the finance/brokerage industry is preferred.
• Associate degree is preferred.
• Relevant military experience is considered for veterans and transitioning service members.

Responsibilities

• Serves a high volume of daily interactions with prospective and existing clients by phone, in person, virtually or via mailings.
• Provides support to client advisors and branch office; works independently and in a team.
• Processes client financial transactions and expense reports with accuracy.
• Opens new client accounts and researches client information using internal databases and other technologies.
• Ensures client paperwork is accurate and submitted; follows up to completion.
• Maintains department policy and procedure manuals and assists in updates as needed.
• Prepares letters, forms, and reports to assist servicing existing clients and prospecting new ones.
• Creates and maintains client-related reports for review by client advisors and compliance.

Skills

Administrative experience

Mathematical skills

Education

High school diploma or GED

Associate degree preferred

Tools

Google Workspace

Job description

Arvest Wealth Management in Bentonville, AR is seeking a Client Relationship Coordinator to assist in servicing clients and strengthening relationships. The role acts as a liaison between Client Advisors and clients, requiring strong listening, communication, multitasking, and solution-focused skills.

Typical duties include handling high-volume client interactions, supporting advisors and branch offices, processing transactions, opening accounts, maintaining accurate paperwork, and preparing