Client Relationship Associate

Atlas Advisory Group, a boutique wealth management firm located in Plano, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. Our mission is to grow and protect our clients’ wealth.

About the role

The Client Relationship Associate plays a crucial role in the smooth functioning of the office, with overall responsibility for day-to-day operations. You will work effectively with staff members, clients, and Wealth Advisors.

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.
• Handles logistical and marketing details for client events, sends out invites, coordinates with venues, and maintains the marketing database.
• Manages new business and client services:
  • Meets with clients and starts new client forms processing.
  • Communicates with clients and manages their planning or account services needs promptly.
  • Follows up with clients as needed to ensure all paperwork is processed.
• Manages cases at different stages, proactively providing assistance to push cases forward.
• Communicates, implements, and ensures compliance with guidelines and policies:
  • Maintains compliance policies and documentation.
  • Manages the compliance and advertising approval process.
  • Develops and maintains written documentation (systems) of all activities.

Requirements

• Strong interpersonal and client relationship management skills.
• A learner’s mindset and an appetite for financial acumen; eagerness to learn and grow.
• Strong attention to detail, analytical skills, and problem-solving abilities.
• 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 or insurance services firm assisting with day-to-day operations preferred (relevant internships will be considered).
• Proficiency with Excel and other Microsoft Office Suite tools.
• Proficiency with financial planning and customer relationship management software is preferred.
• Bachelor’s degree or equivalent combination of experience (Finance, economics, accounting, business, or related major preferred).
• Must be located in the Dallas area or interested in relocation to the Dallas area.

Benefits

We offer a great working environment in a beautiful and professional office location. Our culture is fast-paced, motivational, and focused on improving our clients’ lives.