Client Relationship 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, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at Atlas Advisory Group is to grow and protect our client’s wealth. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!

The Client Relationship Associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Client Relationship Associate must be able to work effectively with other staff members, clients, and Wealth Advisors.

Responsibilities & Activities:

• 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.
• Event Management and Marketing:
  • Handle logistical and marketing details for client events
  • Send out invites, coordinate with venue and maintain marketing database.
• Manages new business and client services:
  • Meets with clients and starts new client forms processing.
  • Communicates with client, and manage their planning or account services needs promptly.
  • Follows up with clients as needed to make sure all paperwork is processed.
• Case Management:
  • Manage cases that at different stages, proactively provide assistance needed to push the cases forward.
• Communicates, implements, and ensures compliance with guidelines and policies:
  • Maintains compliance polices and documentation.
  • Manages the compliance and advertising approval process.
• Develops and maintains written documentation (systems) of all activities.

Knowledge, Skills, & Abilities:

• Strong interpersonal and client relationship management skills to engage with our clients and our “crew”
• A learner’s mindset and an appetite for financial acumen, eagerness to learn and grow
• Strong attention to details, analytical skills, and problem-solving
• Excellent organizational and time management skills
• Excellent attitude and an extraordinary client service orientation
• Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through
• Ability to operate within tight deadlines
• At least one year of relevant experience in a financial or insurance services firm assisting with day-to-day operations preferred. Relevant internships will be considered.
• Proficiency with Excel and other Microsoft Office Suite tools
• Proficiency with financial planning and customer relationship management software is preferred
• Bachelor’s degree or equivalent combination of experience. Finance, economics, accounting, business, or related major preferred
• Reliability is an essential function.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.
MUST BE LOCATED IN THE DALLAS AREA OR INTERESTED IN RELOCATION TO THE DALLAS AREA