Client Support & Relationship Manager

Description:

As a Client Support & Relationship Manager at CG Financial, you’ll be a cornerstone of our client service team. You will work directly with financial advisors and clients to deliver exceptional wealth management experiences. Your role combines high-level client relationship management with operational support to ensure a seamless and professional client journey. You’ll contribute to internal process improvement, client satisfaction, and team success across our multiple office locations.

This position offers a dynamic blend of client-facing responsibilities, operational execution, and strategic collaboration. It is ideal for someone who is highly organized, proactive, and driven to make a positive impact on clients and teammates alike.

Core Responsibilities:

Client Engagement & Relationship Management

• Participate in and prepare for client meetings alongside financial advisors.
• Respond promptly and professionally to client inquiries across various channels.
• Assist clients with portals, investment platforms, and service requests.
• Ensure client satisfaction through empathetic, proactive, and effective communication.

Operational Support & Coordination

• Process distributions, applications, forms, and other client-related documentation.
• Prepare reports, meeting materials, and planning documents.
• Accurately document all client interactions, tasks, and follow-up items.
• Track and analyze client service processes to identify and implement improvements.

Team Collaboration & Internal Operations

• Facilitate and participate in internal meetings to review and optimize client service.
• Work closely with advisors, support staff, and leadership on special projects and initiatives.
• Contribute to team and firm-wide goals through project support and strategic alignment.

Continuous Improvement

• Engage in professional development and support change initiatives that improve service delivery.
• Provide feedback on processes and tools to enhance team efficiency and client outcomes.

Requirements:

Required Qualifications:

• 1–5 years of client-facing experience in financial services.
• Strong verbal and written communication skills.
• Excellent organizational and time-management abilities.
• Proficiency in Microsoft Office Suite.
• Strong attention to detail and ability to manage multiple priorities.
• Team player who can also work independently with minimal oversight.
• Demonstrated ability to learn and use financial technologies efficiently.

Preferred Qualifications:

• Bachelor’s degree in business, finance, or related field.
• Experience with Salesforce, Orion, or custodial platforms (e.g., LPL, Axos).
• Exposure to financial planning software.
• Project management experience.
• Series 7, Series 66 or 65, and/or industry designations.

Our Core Values:

Thirst for Knowledge – You’re endlessly curious and committed to continuous learning.

Innovative Problem Solver – You proactively create solutions, communicate clearly, and follow through.

Self-Motivated – You’re driven, results-oriented, and embrace challenges.

Authentic – You operate with integrity and foster a drama-free, honest work environment.

Positively Impact People – You lift others up—clients, colleagues, and the community.