Client Support & Relationship Manager
CG Financial ServicesCaro, Michigan, United States
Posted October 30, 2025
Full Time
About the Company
CG Financial Services, through its CG Advisor Network, provides operational support, technology platforms, and consulting resources to independent financial advisors, enabling them to focus on client service and business growth.
Job Description
CG Financial is seeking a Client Support & Relationship Manager to provide exceptional wealth management experiences to financial advisors and clients. This role involves client engagement, operational support, and strategic collaboration, with a focus on client satisfaction and internal process improvement. The position requires a highly organized, proactive individual comfortable with both client-facing and operational tasks.
Requirements
- 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 and independent worker
- Ability to learn and use financial technologies efficiently
