Client Relationship Associate

• →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.
• →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.
• →Event Management and Marketing:
  • →Handle logistical and marketing details for client events
  • →Send out invites, coordinate with venue and maintain marketing database.

• 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