Client Relations & Operations Associate

R&R Human Resources Solutions; Plano (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, seeks a Client Relationship Associate to help drive client success and operational excellence.

The role focuses on client communications, event coordination, new client onboarding, and compliance. Candidates should bring at least one year in financial services and a Bachelor’s degree or equivalent, with strong Excel and Office skills; relocation to the Dallas area is a consideration.

Qualifications

• At least one year of relevant experience in a financial or insurance services firm.
• Bachelor’s degree or equivalent required.
• Reliable with strong organizational and communication skills.
• Proficiency with Excel and MS Office tools.
• Willingness to relocate to the Dallas area.

Responsibilities

• Communicates with clients in person, in writing, and over the telephone; meets with clients to complete paperwork.
• Handles event management and marketing details for client events; coordinates invites and venues; maintains marketing database.
• Manages new business and client services; starts new client forms processing; ensures paperwork is completed promptly.
• Manages cases at different stages and helps move them forward.
• Ensures compliance with guidelines and documents; manages the compliance and advertising approval process.
• Develops and maintains written systems documenting all activities.

Skills

Client relations

Attention to detail

Analytical skills

Time management

Customer service

Multi-tasking

Adaptability

Excel proficiency

Education

Bachelor’s degree or equivalent

Tools

CRM software

Microsoft Office Suite

Job description

Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, seeks a Client Relationship Associate to help drive client success and operational excellence.

The role focuses on client communications, event coordination, new client onboarding, and compliance. Candidates should bring at least one year in financial services and a Bachelor’s degree or equivalent, with strong Excel and Office skills; relocation to the Dallas area is a consideration.