Client Relationship Associate - Atlas Advisory Group
Overview
Join Atlas Advisory Group as a Client Relationship Associate in Dallas TX. You will own daily client interactions and support operations while collaborating with wealth advisors. This fast-paced role offers growth opportunities in a supportive environment.
What You'll Do9
- 1Communicate with clients via phone email and in-person meetings
- 2Coordinate client events and manage marketing materials
- 3Process new client applications and follow up on paperwork
- 4Manage case progression and ensure compliance with policies
- 5Maintain detailed documentation of all client activities
- 6Support wealth advisors with administrative tasks
- 7Develop systems for tracking client interactions
- 8Analyze workload and prioritize tasks under tight deadlines
- 9Assist with relocation logistics if required
Requirements6
- 1Minimum 1 year experience in financial services supporting daily operations
- 2Proficiency with Excel and CRM software
- 3Strong organizational skills and ability to handle multiple priorities
- 4Bachelor's degree in finance economics accounting or related field
- 5Excellent client service attitude and communication abilities
- 6Reliable and detail-oriented professional
Salary Insight
$52 - $62k per year
Location
Required Skills
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