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Client Relationship Associate

2 months ago

Dallas, Texas, United States R&R Human Resources Solutions Full time

a boutique wealth management firm, located in , is seeking a 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 is to If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you

The 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 functions:
Meets with clients and starts new client forms processing.
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 policies and documentation.
Oversees 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 services firm assisting with day-to-day operations preferred.
Proficiency with Excel and other Microsoft Office Suite tools
Proficiency with financial planning and customer relationship management software.
Bachelor's degree or equivalent combination of experience. Finance, economics, 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 client's lives. After initial training, role may become hybrid.