Dallas Area Wealth Client Relations Associate

rrhrsolutions

Atlas Advisory Group, a boutique wealth management firm in Plano, TX, seeks a Client Relationship Associate to support day-to-day operations and client service. This role emphasizes strong client interaction, paperwork processing, and coordination with Wealth Advisors. You will manage forms, schedule client meetings, assist with events, and ensure compliance and documentation are up to date. A positive, detail-oriented mindset and Excel/Office proficiency are essential. #J-18808-Ljbffr rrhrsolutions

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Vacancy posted 1 day ago

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