Client Relationship Management Specialist, TRPG

Cetera • Dallas, TX

9d • $63,000 - $88,000 • Hybrid

About The Position

The Client Relationship Management Specialist 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

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, and 2 paid wellness days 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 fostering.
• 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.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed