Registered Client Service Associate — Wealth Management

Job overview

The Registered Client Service Associate — Wealth Management role is onsite in Hot Springs, AR. Compensation is not specified. The associate supports financial advisors and serves clients of an established wealth management firm. The role helps advisors deliver responsive, accurate client service by coordinating onboarding, account administration, documentation, and service requests. It contributes to an organized client experience through careful follow-up, recordkeeping, and coordination with custodians and internal partners.

What you'll do

• Serve as a client contact by phone, email, and in person
• support financial advisors with client service and administrative needs
• coordinate onboarding and account opening
• prepare and process account documents and service requests
• assist with account maintenance, beneficiary changes, distributions, and transfers
• track pending items and follow up
• prepare client meeting materials
• maintain CRM and account records
• coordinate with custodians and outside partners
• handle confidential information discreetly
• follow firm procedures and applicable regulatory requirements.

What we're looking for

Skills & competencies

registered client service associate

wealth management

client service

financial advisors

series 65

account administration

client onboarding

crm

financial services

hot springs ar

onsite

Work arrangement

• Weekend coverage required

Why this role

An active Series 65 license is required. The role supports financial advisors in a wealth management setting.

About the employer

Hidden Talent Solutions is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.