R&R Human Resources Solutions · 12 hours ago
Client Relationship Associate
Plano, Texas
Full-time
Onsite
Entry Level
1+ years expAtlas Advisory Group, a boutique wealth management firm, is seeking a Client Relationship Associate to assist in helping clients achieve their financial goals. The role involves managing day-to-day operations, communicating with clients, and ensuring compliance with guidelines and policies.
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
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
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
Reliability is an essential function
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