Client Relations Associate

Job Description

Client Relations Associate

Elevated Wealth Management is looking for a Client Relations & Advisor Representative to join our expanding team. This position plays a key role in delivering an exceptional client experience while providing essential support to our advisors and operations team. If you enjoy connecting with people, staying organized, and contributing to a mission-driven team, this role may be a great match for you.

Compensation : $65,000 - $75,000 Base Salary + Bonuses, etc.

Key Responsibilities

• Serve as a main point of contact for clients—answering incoming calls, managing appointment scheduling, and providing timely follow-ups.
• Record and maintain detailed client interactions within Redtail CRM.
• Assist with case management by preparing paperwork, applications, and ensuring client requests are processed efficiently.
• Track new business activity and leads, ensuring advisors have current and accurate information.
• Support seminar and event operations, including RSVPs, preparation, and post-event follow-up with prospects.
• Maintain a welcoming and professional office atmosphere, including reception and front desk responsibilities.
• Provide general administrative support such as organizing files, scanning, mailing, and occasional office errands.

Qualifications

About Elevated Wealth Management

At Elevated Wealth Management, we empower clients to make confident financial decisions through personalized strategies and long-term guidance. Our team is committed to building meaningful relationships and helping the families we serve achieve financial clarity and peace of mind. Join us and play an important role in shaping their journey toward financial success