Client Relationship Management Specialist, TRPG
Cetera Financial Group•Leawood, KS
•Hybrid
About The Position
The Client Relationship Manager plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires a minimum of one year of experience in client relationship management or customer support within the financial services industry. You will act as a trusted point of contact for clients, ensuring smooth onboarding, accurate documentation, and ongoing service excellence.
Requirements
- 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
Nice To Haves
- Financial services industry experience preferred
- Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
