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Cetera Financial Group · 1 day ago

Senior Client Relationship Management Specialist, TRPG

Greensboro, NC, United States

Full-time

Onsite

Mid, Senior Level

$64K/yr - $108K/yr

1+ years exp

Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. The Client Relationship Manager plays a key role in delivering exceptional client experiences and supporting the growth of client relationships.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

Work alongside Wealth Managers with the transition and conversion from prospect to client

Develop and maintain ongoing relationship with clients

Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services

Act as liaison between client and Wealth Manager and/or internal and external support teams

Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings

Prepare and organize materials for client signings and notarizations

Review all executed client documents for accuracy and completeness

Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals

Manage daily client requests, including updating account information, completing transactions, completing rollovers, etc

Manage and review all client data storage, documentation, and transactions according to our internal compliance policies

Assist with training Client Service new hires

Monitor internal process improvements to elevate client experience and departmental efficiency

Develop and train on existing and new technology used within Client Services

Qualification

Client relationship managementFinancial services experienceMicrosoft Office SuiteCRM systems familiarityManage prioritiesOrganizational skillsCommunication skillsInterpersonal skillsAttention to detailFast-paced work environment

Required

Minimum 1 year of experience in client relationship management or customer support role

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)

Strong organizational skills and attention to detail

Excellent communication and interpersonal skills

Ability to manage multiple priorities and work in a fast-paced environment

Preferred

Financial services industry experience preferred

Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

Easy access to mental health benefits to meet our team members and their families where they are.

20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.

401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.

Paid parental leave to support all team members with birth, adoption, and foster.

Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.

Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.