CG Financial Services · 1 month ago
Client Support & Relationship Manager
Charlotte, NC
Full-time
Onsite
Entry, Mid Level
$45K/yr - $65K/yr
1+ years expCG Financial Services is dedicated to delivering exceptional wealth management experiences, and they are seeking a Client Support & Relationship Manager to enhance their client service team. This role involves high-level client relationship management and operational support to ensure a seamless client journey while contributing to internal process improvement and client satisfaction.
Financial ServicesReal Estate
Responsibilities
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
Handle and oversee office administration responsibilities
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
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
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
Qualification
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
Benefits
Medical
Dental
Vision
Life
LTD
STD
Other insurances
Safe Harbor 401(k) with employer contribution
Discretionary profit-sharing
Company
CG Financial Services
CG Financial Services is a financial services company offering estate planning, investments, and portfolio management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Lesperance, CFP®, ChFC®, AIF®
Partner & Senior Financial Advisor
Dave Robinson The Family CFO
Partner
Company data provided by crunchbase