Relationship Support Associate – CG Advisor Network

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

All Jobs > Relationship Support Associate – CG Advisor Network

Relationship Support Associate – CG Advisor Network Charlotte, NC; Greater Lansing, MI; Western Suburbs of Chicago, IL

Description

CG Advisor Network (CGAN) empowers independent financial advisors by providing operational support, advanced technology, and consulting resources that allow them to focus on serving their clients and growing their businesses. Our platform is built on the values of Knowledge, Innovation, Authenticity, Relationships, Visionary Leadership, and Community.

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

Required Qualifications

• 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.

Our Core Values

• Thirst for Knowledge: You are curious, creative, and continuously seek to expand your expertise.
• Innovative Problem Solver: You bring solutions to the table, collaborate effectively, and demonstrate leadership by example.
• Self-Motivated: You are proactive, results-driven, and embrace challenges with determination.
• Authentic: You act with integrity, fostering an environment free of drama and politics.
• Positively Impact People: You seek opportunities to support the growth and development of your team, clients, and community.

What’s in It for You

• Competive salary and bonus opportunity
• Accelerate Your Growth: Build your skills and expertise while gaining hands-on experience in a fast-paced, dynamic environment
• Make a Real Impact: Every task you complete directly supports clients and drives team success
• Thrive in a Positive Culture: Join a collaborative, authentic, and high-performing team where your contributions matter
• Paid holidays and paid time off
• Volunteer opportunities
• Comprehensive Benefits: 401(k) with employer contribution, discretionary profit-sharing, health, life, dental, and vision insurance, and HSA