Operations and Client Service Associate


Operations and Client Service Associate

Looking for a hard-working individual who can multi-task in a fast-paced office environment. Attention to detail is a must. Working knowledge of Windows and Microsoft 365 is required. Position will be assisting Operations Supervisor in a variety of functions. The is an excellent opportunity to learn the financial services business, to work in a team environment and to be part of fast growing company.

1 – 3 years work experience preferred

Duties include, but are not limited to, the following:
• Support the back office new account opening process
• Coordinate client cash disbursement requests
• Help manage the cloud-based client file system
• Scanning files to support our paperless office system
• Interact with financial advisors and their staff and documenting conversations in firm’s CRM

Sowell Management Services (SMS) is a privately held, independent registered investment advisory firm offering a broad array of investment strategies as well as turn-key back office service solutions to financial advisors. SMS is Arkansas’ 5th largest money manager by Assets Under Management according to Arkansas Business (as of 8/14/2017)

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