Client Relationship Associate

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 ...