Client Relationship Associate

Affluent Capital Management is seeking a dedicated and detail-oriented professional to join our team as a Client Relationship Liaison . This full‑time, on‑site position plays a critical role in delivering exceptional client service while providing administrative and operational support to the firm’s financial advisors. The ideal candidate is client‑focused, highly organized, and skilled in problem‑solving within a fast‑paced financial services environment. Key Responsibilities Serve as the primary point of contact for clients regarding service‑related needs, including but not limited to account inquiries, updates, distributions, beneficiary changes, and maintenance requests Prepare, process, and follow up on client paperwork for all transactions, ensuring documents are accurate, complete, and in good order Document all client interactions and service activities accurately and timely within Redtail CRM Coordinate submission of correspondence and sales materials to compliance for review and approval Escalate significant client issues or concerns to the financial advisor in a timely and professional manner Maintain working knowledge of firm policies, procedures, and applicable industry regulations Attend required branch meetings, training sessions, and conferences Support additional projects and responsibilities as assigned Required Skills and Competencies Strong ability to build and maintain professional client relationships Excellent verbal and written communication skills Demonstrated ability to work independently and manage multiple priorities Strong analytical, problem‑solving, and critical‑thinking skills Proactive approach to anticipating client and advisor needs Ability to meet deadlines in a detail‑oriented, compliance‑focused environment Strong research skills to independently resolve client questions Experience and Qualifications Preferred securities registration with a minimum of two years’ experience in a financial services support role Prior experience in investment or brokerage operations Proven customer service experience, preferably in a financial setting Solid understanding of mutual funds and retirement plans Experience with financial planning software strongly preferred Series 6 or 7 and Series 63 registrations required Candidates without current registrations must obtain them within six months of employment Technology and Systems Redtail CRM Albridge Investment and insurance company platforms #J-18808-Ljbffr Lincoln Investment