Client Relationship AssociateR&R Human Resources Solutions • Plano, TX, US
Client Relationship Associate
R&R Human Resources Solutions • Plano, TX, US
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
- [filters_job_card.quick_apply]
[job_card.job_description]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. 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 At least one year of relevant experience in a financial or insurance services firm assisting with day-to-day operations preferred. 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 Reliability is an essential function. We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients’ lives. MUST BE LOCATED IN THE DALLAS AREA OR INTERESTED IN RELOCATION TO THE DALLAS AREA Powered by JazzHR
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.
This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Atlas Advisory Group is to grow and protect our client’s wealth.
If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!
The Client Relationship Associate plays a crucial role in the smooth functioning of the office.
With overall responsibility for day-to-day operations, the Client Relationship Associate must be able to work effectively with other staff members, clients, and Wealth Advisors.
Responsibilities & Activities :
- 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 :
Manages new business and client services :
Case Management :
Communicates, implements, and ensures compliance with guidelines and policies :
Knowledge, Skills, & Abilities :
[job_alerts.create_a_job]
Client Relationship Associate • Plano, TX, US
[internal_linking.similar_jobs]
Job Description Job Description Why Wells Fargo : Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to drivi...[show_more]
Company Overview LP Analyst is a leading independent private asset cloud-based analytics and consulting solutions firm that works closely with many of the industry’s most prominent institutio...[show_more]
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...[show_more]
Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...[show_more]
Job Description Job Description Salary : About the Company-Crebrid is a nationally recognized private lender specializing in real estate investment financing.
With headquarters in Dallas and Plano,...[show_more]
Senior Associate, Client Accounting Services Small Business.Frisco, TX | Dallas, TX | Irving, TX.Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast?to...[show_more]
The Relationship Banking Associate I works in conjunction with a Mentor Lender and Director of Credit Underwriting to help manage and promote the maintenance of an existing loan portfolio that adhe...[show_more]
Job Description : This role is responsible for new client acquisition, deepening client relationships and building upon an internal and external network to achieve business development goals.The Pr...[show_more]
Job DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.
Whether you're starting out in your career or taking your next st...[show_more]
Take your trading to the next level in McKinney, TX.Maverick Currencies provides funded accounts and professional development for serious traders.
Maverick Currencies is seeking disciplined traders ...[show_more]
The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time.
This position requires excellent customer service skills, problem...[show_more]
For consideration, please attach a cover letter and a resume.The Associate Bursar provides leadership and operational oversight of student account functions, including billing, collections, payment...[show_more]
This is a hybrid role, with the expectation that time working will regularly take place inside and outside of our Phoenix, Chicago, Dallas or Raleigh office.
SVB's First Line of Defense Enhanced Due...[show_more]
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...[show_more]
Apply below after reading through all the details and supporting information regarding this job opportunity.Licensed Marriage and Family Therapist (LMFT).
Wage : Between $90-$127 an hour.Licensed Mar...[show_more]
Job Description Job Description About GoodLeap : GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batterie...[show_more]
Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada.
We provide exceptional customized service with an emp...[show_more]
Remote – Be Part of Our Record-Breaking Team Eligibility Notice This position is open to U.United States with a valid Social Security Number.
Not available to residents of Massachusetts....[show_more]
Senior Premier Banker - LANTANA - Bartonville, TX (New Build)
WELLS FARGO BANK • New Hope, Texas, US
[job_card.temporary]
[last_updated.last_updated_1_day] • [promoted]
Private Equity Client Relationship Manager
LP Analyst • Dallas, TX, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]
Client Services Associate
TradeJobsWorkforce • 75251 Dallas, TX, US
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Commission-Based Insurance Sales Agent
Platinum Supplemental Insurance, Inc. • Anna, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Analyst, Client Success & Servicing
Crebrid+WCL • Plano, Texas, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Senior Associate, Client Accounting Services - Small Business (Sage Intacct)
Baker Tilly US • Frisco, TX, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Relationship Banking Associate
City Bank • Plano, Texas, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Private Client Advisor II
Bank of America Corporation • Dallas, TX, United States
[job_card.full_time]
[last_updated.last_updated_30] • [promoted]
Tax Senior Associate - Private Client Services
EisnerAmper • Dallas, TX, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Funded Forex & Crypto Trader | McKinney, TX
Maverick Currencies • McKinney, TX, United States
[filters.remote]
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted]
Client Service Associate - Symphony Wealth Group
Kestra Financial Independent Advisor • Plano, TX, US
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_30]
Associate Bursar
InsideHigherEd • All Cities, Pennsylvania, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
SVB : Crypto Payments Enhanced Due Diligence Associate
First Citizens Bank • Dallas, TX, United States
[job_card.full_time]
[last_updated.last_updated_1_day] • [promoted]
Licensed Marriage and Family Therapist (LMFT)- Outpatient
LifeStance Health • Anna, TX, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Licensed Marriage and Family Therapist (Virtual)
Headway • Mckinney, Texas, US
[job_card.full_time]
[last_updated.last_updated_variable_hours] • [promoted] • [new]
Associate Mortgage Specialist
GoodLeap • Plano, Texas, US
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Relationship Development Associate
Granite Telecommunications • Addison, Texas, United States
[job_card.full_time]
[last_updated.last_updated_variable_days] • [promoted]
Remote Relations Client Advocate
Globe Life AIL - Lisa Russel • McKinney, TX, US
[filters.remote]
[job_card.full_time]
[filters_job_card.quick_apply]
[last_updated.last_updated_variable_days]