R&R Human Resources Solutions · 2 days ago
Client Relationship Associate
Plano, TX
Full-time
Onsite
Entry Level
1+ years expAtlas Advisory Group is a boutique wealth management firm located in Plano, TX, seeking a Client Relationship Associate to assist clients in achieving their financial goals. The role involves managing day-to-day operations, client communications, and compliance processes while contributing to the firm's mission of growing and protecting client wealth.
Human Resources
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
Handle logistical and marketing details for client events
Send out invites, coordinate with venue and maintain marketing database
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
Manage cases that at different stages, proactively provide assistance needed to push the cases forward
Maintains compliance polices and documentation
Manages the compliance and advertising approval process
Develops and maintains written documentation (systems) of all activities
Qualification
Required
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
Proficiency with Excel and other Microsoft Office Suite tools
Reliability is an essential function
MUST BE LOCATED IN THE DALLAS TEXAS AREA FOR CONSIDERATION
Preferred
At least one year of relevant experience in a financial or insurance services firm assisting with day-to-day operations
Proficiency with financial planning and customer relationship management software
Bachelor's degree or equivalent combination of experience. Finance, economics, accounting, business, or related major
Company
R&R Human Resources Solutions
Our motto is “Sophisticated HR……….Made Simple”. Your business shouldn't be more complicated than it already is.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase