Senior Client Relationship Management Specialist, TRPG

Cetera Financial Group • Greensboro, NC

1d

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees