Relationship Support Associate – CG Advisor Network

CG Financial Services • Charlotte, NC

4d

About The Position

CG Advisor Network (CGAN) provides independent financial advisors with operational support, technology, and consulting resources to help them serve clients and grow their businesses. The Relationship Support Associate contributes to CGAN’s multi-custodial organization by supporting client and advisor experiences and collaborating with Financial Advisors, Relationship Managers, and internal consulting teams. The role helps maintain operational excellence in a dynamic, team-oriented environment and supports advisor growth through KPI tracking, business metrics, and operational effectiveness.

Requirements

• Strong work ethic and self-motivation, with eagerness to learn.
• Excellent verbal and written communication skills.
• Previous customer service or client support experience.
• Commitment to high-quality work and attention to detail.
• Satisfaction in completing tasks and achieving goals.
• Willingness to ask questions, investigate work, and solve problems.
• Strong desire to support and take care of clients and advisor partners.
• Team-oriented mindset, helping ensure work is completed accurately and on time.

Nice To Haves

• Associate degree or higher in business, finance, accounting, or a related field.
• Financial services industry designations.
• Experience with Salesforce, Orion, or custodial platforms such as LPL or Axos.
• Knowledge of a variety of financial products.
• Series 6, 7, 65, or 66 licenses.
• Familiarity with multi-custodial, open-architecture platforms.

Responsibilities

• Process advisor and client requests accurately 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 professionally and accurately.
• Complete and manage documents and forms in a timely manner.
• Contribute to process improvement initiatives that increase operational efficiency across custodial and platform functions.
• Use custodial platforms, CRM systems, and internal technologies effectively.
• Apply critical thinking and initiative to proactively solve problems and complete tasks.
• Support advisor-growth efforts by assisting with KPI tracking, business metrics, and operational effectiveness.

Benefits

• Competitive salary and bonus opportunity.
• Paid holidays and paid time off.
• Volunteer opportunities.
• 401(k) with employer contribution.
• Discretionary profit-sharing.
• Health insurance.
• Life insurance.
• Dental insurance.
• Vision insurance.
• Health savings account (HSA).

What This Job Offers

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