Relationship Support Team Associate
- Job Title
- Relationship Support Team Associate
- Job ID
- 27733878
- Location
- Williamston, MI, 48895
- Other Location
- Description
-
As a Relationship Support Team Associate for CG Financial, you will be an integral contributor as we serve clients and operate in a team environment.CG Financial is a demanding environment that is rapidly growing. We service clients in multiple states and through multiple office locations. CG Financial is an EOS (Entrepreneurial Operating System) company.
This position will be in-office in Williamston, Michigan.Our Core Values:Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.Self-Motivated: You have a driven and proactive personality, result-oriented, and accept challenges.Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.
- Successfully and accurately process client requests.
- Collaborate with financial advisors and relationship managers.
- Schedule client meetings.
- Professionally communicate with clients and team members.
- Answer and direct incoming client inquiries and requests.
- Complete and accurately process various documents and forms.
- Contribute to process improvement and increase operational efficiencies.
- Maintain accurate and organized client data and records.
- Efficiently navigate various custodial platforms and technologies.
- Exercise critical thinking and initiative to get the job done.
These statements are intended to describe the general nature and level of work involved in this job. It is not an exhaustive list of all responsibilities, duties, and skills required.
Requirements - Strong work ethic, self-motivated and eager to learn.
- Excellent verbal and written communication skills.
- Customer service experience.
- Take pride in your quality and output of work.
- Enjoy the feeling of completing tasks and checking items of your To Do List.
- Not afraid to dig into the work, ask questions, and solve problems.
- Strong desire to take care of clients.
- Committed to the team and willing to assist others as necessary to ensure the work is completed correctly and on time.
Nice To Have- Associate degree or higher in business, finance, accounting, or related field.
- Financial services industry designations.
- Experience with Salesforce, Orion, and custodial platforms such as LPL and Axos.
- Experience with a variety of financial products.
- Series 6, 7, 66, or 65.
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