Client Support & Relationship Manager

Job 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.

Qualifications:

Required

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

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.

Organized & Process-Oriented with Financial Savvy – You understand financial principles and thrive in structured, high-accountability environments.

Full-time