Client Relations Associate, Wealth Management (Plano/Dallas)

R&R Human Resources Solutions; Plano (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Atlas Advisory Group in Plano, TX is seeking a Client Relationship Associate to support day-to-day office operations and client service. The role involves interacting with clients, processing forms, and coordinating with Wealth Advisors.

Ideal candidates have strong communication, organizational skills, and a proactive mindset to manage multiple tasks. Relocation to the Dallas area is welcomed.

Qualifications

• Strong interpersonal and client relationship management skills.
• A learner's mindset with willingness to build financial acumen.
• Attention to detail, analytical thinking, and problem-solving.
• Excellent organizational and time management abilities.
• One year of relevant experience in financial or insurance services preferred.
• Proficiency with Excel and Microsoft Office.
• Experience with financial planning or CRM software preferred.
• Bachelor's degree or equivalent experience; Finance/Economics/Accounting or business major preferred.
• Reliability is an essential function.

Responsibilities

• Communicates with clients in person, in writing, and over the telephone.
• Meets with clients to complete paperwork and attends periodic client update meetings with select clients.
• Manages new business and client services: meets with clients and starts new client forms processing; communicates with client and manages their planning or account services needs promptly; follows up with clients as needed to ensure paperwork is processed.
• Case Management: manage cases at different stages, proactively provide assistance needed to push the cases forward.
• Communicates, implements, and ensures compliance with guidelines and policies: maintains compliance policies and documentation; manages the compliance and advertising approval process.
• Develops and maintains written documentation (systems) of all activities.
• Event Management and Marketing: handle logistical and marketing details for client events; send out invites, coordinate with venue and maintain marketing database.
• We offer a great working environment in a beautiful and professional office location. Our culture is fast-paced, motivational, and focused on improving our clients' lives.

Job description

Atlas Advisory Group in Plano, TX is seeking a Client Relationship Associate to support day-to-day office operations and client service. The role involves interacting with clients, processing forms, and coordinating with Wealth Advisors.

Ideal candidates have strong communication, organizational skills, and a proactive mindset to manage multiple tasks. Relocation to the Dallas area is welcomed.