Client Relationship Associate

On behalf of a locally-owned, client-focused financial planning firm in Baton Rouge, PCG is looking for a client relationship associate to drive business growth by engaging prospects, scheduling meetings for advisors, and supporting marketing initiatives. Combining outbound communication with relationship management, this high-energy role serves as the primary initial point of contact for potential clients and plays a key part in expanding the client base.

Key Responsibilities

• Proactive Outreach: Spend 50–75% of the workday making phone calls to connect with prospects, book and confirm advisor appointments, and invite contacts to educational events.
• Calendar & Schedule Management: Coordinate advisor calendars, ensuring seamless meeting arrangements and up-to-date communication records.
• Relationship Nurturing: Cultivate ongoing connections with prospects and clients via phone, email, follow-up workflows, and referral networks.
• Marketing & Event Execution: Support educational seminars by assisting with event logistics, maintaining email drip campaigns, and executing post-event follow-up.
• CRM & Metric Tracking: Record outreach activity, track appointment outcomes, and report key business development metrics using CRM software.

Qualifications & Skills

• Professional Experience: Background in sales, client relations, business development, or financial services (degree in business, communications, or equivalent experience preferred)
• Strong Outreach Mindset: High comfort level dedicating 50–75% of the day to phone-based outreach, handling objections with poise and confidence
• Communication Mastery: Exceptional verbal and written skills with a talent for creating immediate rapport with clients
• Tech Savvy: Hands-on experience with CRM systems, Microsoft Office Suite (Excel, Word, Outlook, PowerPoint), and internet-based applications
• Core Traits: Self-driven, organized, accountable, and capable of balancing independent tasks with team collaboration

They offer ongoing career advancement opportunities and structured onboarding training to set you up for success. Apply here if you possess the drive, communication skills, and energy to succeed.