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.

Please note this position is located at our offices in Caro, MI

Overview

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

Team Collaboration & Internal Operations

Continuous Improvement

Requirements

Required Qualifications :

Preferred Qualifications :

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.

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