Client Relationship Associate

R&R Human Resources Solutions • Plano, TX

14d • Onsite

About The Position

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.

Requirements

• 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.
• Proficiency with Excel and other Microsoft Office Suite tools
• Bachelor’s degree or equivalent combination of experience.
• Finance, economics, accounting, business, or related major preferred
• Reliability is an essential function.

Nice To Haves

• Proficiency with financial planning and customer relationship management software is preferred

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.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level