Apply on Employer Site

CG Financial Services · 2 months ago

Client Support & Relationship Manager

Caro, MI

Full-time

Onsite

Entry, Mid Level

1+ years exp

CG Financial Services is seeking a Client Support & Relationship Manager to enhance client service and operational support. This role involves managing client relationships, ensuring client satisfaction, and contributing to internal process improvements while collaborating with financial advisors and team members.

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

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

Client relationship managementFinancial services experienceFinancial technologies proficiencyMicrosoft Office SuiteProject managementCommunication skillsOrganizational skillsAttention to detailTeam playerSelf-motivatedContinuous learning