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Client Relationship Associate

2 months ago

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

Atlas Advisor Group, a boutique wealth management firm, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. This role plays a crucial part in the smooth functioning of our office, requiring effective communication with clients, staff members, and Wealth Advisors.

Key Responsibilities:
  • Communicate with clients through various channels, including in-person meetings, written correspondence, and phone calls.
  • Manage new business functions, including meeting with clients, processing paperwork, and following up on outstanding tasks.
  • Handle event management and marketing tasks, such as coordinating logistics, sending invitations, and maintaining marketing databases.
  • Provide case management support, proactively assisting with cases at various stages to ensure timely progress.
  • Maintain compliance policies and documentation, overseeing the approval process for advertising and other materials.
Requirements:
  • Strong interpersonal and client relationship management skills.
  • A learner's mindset and eagerness to develop financial acumen.
  • Excellent organizational, time management, and problem-solving skills.
  • Ability to operate within tight deadlines and prioritize multiple tasks simultaneously.
  • Proficiency in Excel and other Microsoft Office Suite tools, as well as financial planning and customer relationship management software.
  • Bachelor's degree or equivalent combination of experience in finance, economics, business, or a related field.

We offer a dynamic working environment in a professional office location. This role has the potential to become hybrid after initial training. If you have a strong desire to succeed and share our vision, we encourage you to apply.