Relationship Support Associate at CG Financial Services

Williamstown Township, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Jan, 26

Salary

0.0

Posted On

30 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Communication Skills, Customer Service, Attention To Detail, Problem Solving, Teamwork, Financial Products Knowledge, Salesforce, Orion, Custodial Platforms, Critical Thinking, Initiative, Process Improvement, Organizational Skills, Time Management, Scheduling

Industry

Financial Services

Description

Description As a Relationship Support Associate at CG Financial Services, you will play a key role in delivering exceptional client experience while collaborating closely with our team of Financial Advisors and Relationship Managers. You will contribute to our rapidly growing, multi-state organization and help drive operational excellence in a dynamic, team-oriented environment. This is an in-office position located in Williamston, MI Key Responsibilities Accurately process client requests and maintain organized client records. Collaborate with financial advisors and relationship managers to support client needs. Schedule and coordinate client meetings professionally and efficiently. Respond to and direct incoming client 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. Navigate custodial platforms and internal technologies effectively. Exercise critical thinking and initiative to proactively solve problems and complete tasks. Requirements Required Qualifications Strong work ethic and self-motivation with eagerness to learn. Excellent verbal and written communication skills. Previous customer service 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. Team-oriented mindset, helping ensure work is completed accurately and on time. Preferred Qualifications 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 or Axos. Knowledge of a variety of financial products. Series 6, 7, 65, or 66 licenses. 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 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 Enjoy Work-Life Balance: 12 paid holidays plus generous paid time off Comprehensive Benefits: 401(k) with employer contribution, discretionary profit-sharing, health, life, dental, and vision insurance, and HSA

Responsibilities

The Relationship Support Associate will process client requests, maintain organized records, and collaborate with financial advisors and relationship managers. They will also respond to client inquiries and contribute to operational efficiency initiatives.