Client Relations Associate | Advisor Support

Be the reason clients stay—and advisors grow.

Some firms talk about “client experience.” Others quietly build systems that make it exceptional every single day.

At Elevated Wealth Management
, this role sits at the center of that difference.

We’re hiring a Client Relations Associate to become the trusted first touchpoint for clients and the operational backbone for our advisors. If you take pride in precision, relationships, and being the person everyone relies on to keep things moving, this is a seat with real influence—not a support afterthought.

This is not a "front desk + paperwork" role.

You’ll be the connective tissue between clients, advisors, and operations—making sure nothing falls through the cracks as the firm grows. When clients call, they feel taken care of. When advisors meet with clients, everything is ready. When new business comes in, it moves forward cleanly.

Your work protects trust, momentum, and reputation.

• Base Salary: $65,000–$75,000
• Performance-Based Bonuses tied to accuracy, responsiveness, and team outcomes
• Stable, growth-oriented firm with long-term client relationships—not transactional chaos
• Clear expectations and structure
• Direct exposure to advisors and leadership
  , not buried in layers

• Act as a primary point of contact for clients—calls, scheduling, follow-ups, and coordination
• Maintain clean, accurate records in Redtail CRM so advisors always have context
• Support case management and new business processing
  , ensuring paperwork is complete and timely
• Track leads, activity, and follow-ups
  , keeping advisors focused on relationships—not admin
• Coordinate seminars and client events (RSVPs, prep, post-event follow-up)
• Maintain a professional, welcoming office experience for every client interaction
• Handle core administrative workflows (files, scanning, mailing, organization) with precision

You’re calm under pressure, naturally organized, and take pride in being dependable. You don’t need hand-holding—but you do value clear processes. You enjoy working with people, but you’re just as satisfied closing loops and keeping systems clean.

You care about doing things right the first time.

If you’re looking for a role where your work genuinely matters—and where doing things well is noticed—apply now to start a confidential conversation about joining Elevated Wealth Management
.