Relationship Support Associate, CG Advisor Network

Job Description

Job Description

Description :

CG Advisor Network (CGAN) empowers independent financial advisors by providing operational support, advanced technology, and consulting resources that allow them to focus on serving their clients and growing their businesses. Our platform is built on the values of Knowledge, Innovation, Authenticity, Relationships, Visionary Leadership, and Community.

As a Relationship Support Associate with CGAN, you will play a key role in delivering exceptional client and advisor experiences while collaborating closely with our team of Financial Advisors and Relationship Managers. You will contribute to our rapidly growing, multi-custodial organization and help drive operational excellence in a dynamic, team-oriented environment.

Key Responsibilities :

• Accurately process advisor and client requests and maintain organized records.
• Collaborate with financial advisors, relationship managers, and internal consulting teams to support advisor firms and client needs.
• Schedule and coordinate meetings professionally and efficiently.
• Respond to and direct incoming inquiries with professionalism and accuracy.
• Complete and manage various documents and forms in a timely manner.
• Contribute to process improvement initiatives to increase operational efficiency across custodial and platform functions.
• Navigate custodial platforms, CRM systems, and internal technologies effectively.
• Exercise critical thinking and initiative to proactively solve problems and complete tasks.
• Support CGAN’s advisor-growth efforts by assisting with KPI tracking, business metrics, and operational effectiveness.

Requirements :

Required Qualifications :

Preferred Qualifications :

Our Core Values

What’s in It for You