Relationship Management Associate

2 weeks ago

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

R&R Human Resources Solutions is a distinguished firm dedicated to providing exceptional human resource services. We are currently in search of a Client Relationship Associate to contribute to our mission of supporting clients in achieving their organizational goals. This role is pivotal in the ongoing success of our expanding company.

At R&R Human Resources Solutions, our objective is to enhance and safeguard our clients' interests. If you possess a strong desire to excel and align with our vision, we encourage you to consider this opportunity.

The Client Relationship Associate is essential for the seamless operation of our office. This position entails overseeing daily functions and collaborating effectively with colleagues, clients, and HR Advisors.

Key Responsibilities:

  • Engage with clients through various communication channels, including in-person meetings, written correspondence, and phone calls. Facilitate the completion of necessary documentation and participate in regular client update sessions.
  • Event Coordination and Marketing:
    • Manage logistical and promotional aspects of client events.
    • Distribute invitations, liaise with venues, and maintain the marketing database.
  • New Business Management:
    • Conduct initial meetings with clients to initiate the onboarding process.
    • Follow up with clients to ensure all necessary documentation is completed.
  • Case Oversight:
    • Monitor cases at various stages, proactively offering assistance to advance them.
  • Compliance and Policy Implementation:
    • Ensure adherence to compliance policies and maintain relevant documentation.
    • Oversee the compliance and advertising approval processes.
  • Document and maintain comprehensive records of all activities.

Required Knowledge, Skills, & Abilities:

  • Excellent interpersonal and client relationship management skills to effectively engage with clients and team members.
  • A proactive learning attitude with a strong interest in financial principles and a desire for professional growth.
  • Meticulous attention to detail, strong analytical capabilities, and problem-solving skills.
  • Outstanding organizational and time management abilities.
  • A positive demeanor and a strong commitment to client service excellence.
  • Proven ability to manage multiple priorities and adapt to changing demands.
  • Capability to work under tight deadlines.
  • A minimum of one year of relevant experience in a human resources or financial services environment is preferred.
  • Proficiency in Microsoft Excel and other Office Suite applications.
  • Familiarity with financial planning and client relationship management software.
  • A bachelor's degree or equivalent experience in finance, business, or a related field is preferred.
  • Dependability is a critical aspect of this role.

We provide a supportive work environment in a professional setting. This is an opportunity to play a significant role in the ongoing success of our organization. Our culture is dynamic, inspiring, and focused on enhancing our clients' experiences.

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