Client Relationship Associate

Frey Consulting Group; Baton Rouge (LA); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Ongoing career advancement

Structured onboarding training

Job summary

PCG, a locally-owned financial planning firm in Baton Rouge, seeks a client relationship associate to drive growth by engaging prospects, scheduling meetings for advisors, and supporting marketing initiatives.

You’ll balance outbound outreach with relationship management, serving as the primary contact for potential clients and contributing to expanding the client base through proactive outreach and meticulous CRM tracking.

Qualifications

• Background in sales, client relations, business development, or financial services.
• Comfort with 50-75% phone outreach.
• Strong verbal and written communication skills.
• Proficiency with CRM and MS Office.
• Self-driven and organized.

Responsibilities

• Proactive Outreach: spend 50-75% of the workday making calls to prospects, booking advisor appointments, and inviting contacts to events.
• Calendar & Schedule Management: coordinate advisor calendars and ensure seamless meetings.
• Relationship Nurturing: maintain connections with prospects and clients via phone, email, and follow-up workflows.
• Marketing & Event Execution: assist with seminars, manage email campaigns, and post-event follow-up.
• CRM & Metric Tracking: record outreach activity and report key metrics using CRM software.

Skills

Sales experience

Client relations

Business development

Financial services

CRM familiarity

Education

Bachelor's degree in business/communications

Tools

CRM software

Microsoft Office

Job description

On behalf of a locally-owned, client-focused financial planning firm in Baton Rouge, PCG is looking for a client relationship associate to drive business growth by engaging prospects, scheduling meetings for advisors, and supporting marketing initiatives. Combining outbound communication with relationship management, this high-energy role serves as the primary initial point of contact for potential clients and plays a key part in expanding the client base.

Key Responsibilities

• Proactive Outreach: Spend 50-75% of the workday making phone calls to connect with prospects, book and confirm advisor appointments, and invite contacts to educational events.


• Calendar & Schedule Management: Coordinate advisor calendars, ensuring seamless meeting arrangements and up-to-date communication records.


• Relationship Nurturing: Cultivate ongoing connections with prospects and clients via phone, email, follow-up workflows, and referral networks.


• Marketing & Event Execution: Support educational seminars by assisting with event logistics, maintaining email drip campaigns, and executing post-event follow-up.


• CRM & Metric Tracking: Record outreach activity, track appointment outcomes, and report key business development metrics using CRM software.

Qualifications & Skills

• Professional Experience: Background in sales, client relations, business development, or financial services (degree in business, communications, or equivalent experience preferred)


• Strong Outreach Mindset: High comfort level dedicating 50-75% of the day to phone-based outreach, handling objections with poise and confidence


• Communication Mastery: Exceptional verbal and written skills with a talent for creating immediate rapport with clients


• Tech Savvy: Hands-on experience with CRM systems, Microsoft Office Suite (Excel, Word, Outlook, PowerPoint), and internet-based applications


• Core Traits: Self-driven, organized, accountable, and capable of balancing independent tasks with team collaboration

Benefits

• They offer ongoing career advancement opportunities and structured onboarding training to set you up for success.