Client & Advisor Experience Specialist

CG Financial Services; Charlotte (NC); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Bonus opportunity

Paid holidays

PTO

Volunteer opportunities

Comprehensive benefits

Job summary

CG Advisor Network in Charlotte, NC seeks a Relationship Support Associate to deliver exceptional client and advisor experiences while collaborating with financial advisors, relationship managers, and internal teams. You will help drive operational excellence in a fast-paced, multi-custodial environment.

The role emphasizes accuracy, proactive problem solving, scheduling meetings, processing requests, and contributing to KPI tracking and process improvements.

Qualifications

• Strong work ethic, eagerness to learn, and attention to detail.
• Excellent verbal and written communication skills.
• Customer service or client support experience.
• Willingness to ask questions and solve problems.
• Team-oriented mindset to support clients and partners.

Responsibilities

• Accurately process advisor and client requests and maintain organized records.
• Collaborate with financial advisors, relationship managers, and internal teams to support advisor firms.
• Schedule and coordinate meetings professionally.
• Respond to incoming inquiries with professionalism and accuracy.
• Complete and manage documents and forms timely.
• Support KPI tracking and operational metrics.
• Navigate custodial platforms, CRM systems, and internal tools.
• Proactively identify process improvements and efficiency opportunities.

Skills

Strong work ethic

Communication skills

Customer service

Attention to detail

Problem solving

Team oriented

Client support

Proactive

Education

Associates degree or higher

Tools

Salesforce

Orion

LPL

Axos

Job description

CG Advisor Network in Charlotte, NC seeks a Relationship Support Associate to deliver exceptional client and advisor experiences while collaborating with financial advisors, relationship managers, and internal teams. You will help drive operational excellence in a fast-paced, multi-custodial environment.

The role emphasizes accuracy, proactive problem solving, scheduling meetings, processing requests, and contributing to KPI tracking and process improvements.