Client Success & Relations Coordinator

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

Benefits offered by this job

Health benefits

Life insurance

Financial benefits

Wellness benefits

Job summary

Arvest Bank is seeking a Client Relationship Coordinator to assist in servicing clients and strengthening relationships. You will act as a liaison between the Client Advisor and client, handling inquiries, scheduling, and documentation.

The role requires strong organization, communication, and multitasking abilities, with a focus on accuracy, compliance, and customer service excellence. A high school diploma and administrative experience are required, with Google Workspace as a preferred tool.

Qualifications

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

Responsibilities

• Handle a high volume of daily client interactions by phone, in person, virtually and via mailings.
• Support client advisors and branch office independently and in a team setting.
• Process client financial transactions and expense reports with high accuracy.
• Open new client accounts and research client information in internal systems.
• Ensure paperwork complies with policies and regulatory requirements.
• Maintain and update policy and procedure manuals for the department.
• Prepare letters, forms and reports to assist servicing existing clients and prospecting.
• Create and maintain records using Client Relationship Management software.
• Attend training and stay updated on regulatory changes.

Skills

Administrative experience

Google Workspace

Mathematical skills

Education

High school diploma

Associate degree preferred

Tools

Google Workspace

Job description

Arvest Bank is seeking a Client Relationship Coordinator to assist in servicing clients and strengthening relationships. You will act as a liaison between the Client Advisor and client, handling inquiries, scheduling, and documentation.

The role requires strong organization, communication, and multitasking abilities, with a focus on accuracy, compliance, and customer service excellence. A high school diploma and administrative experience are required, with Google Workspace as a preferred tool.