Relationship Support Associate
CG Financial Services
Williamston, MI0–2 yrs51m agovia LinkedIn
About the Role
As a Relationship Support Associate with CGAN, you will play a key role in delivering exceptional client and advisor experiences while collaborating closely with our team of Financial Advisors and Relationship Managers. You will contribute to our rapidly growing, multi-custodial organization and help drive operational excellence in a dynamic, team-oriented environment.
Key Responsibilities
- Accurately process advisor and client requests 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 with professionalism and accuracy.
- Complete and manage various documents and forms in a timely manner.
- Contribute to process improvement initiatives to increase operational efficiency across custodial and platform functions.
- Navigate custodial platforms, CRM systems, and internal technologies effectively.
- Exercise critical thinking and initiative to proactively solve problems and complete tasks.
- Support CGAN’s advisor-growth efforts by assisting with KPI tracking, business metrics, and operational effectiveness.
Requirements & Tech Stack
- 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 output and attention to detail.
- Satisfaction in completing tasks and achieving goals.
- Willingness to ask questions, dig into 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.
Preferred Qualifications
- Associates degree or higher in business, finance, accounting, or 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.