Cetera Financial Group
Senior Client Relationship Management Specialist, TRPG
Cetera Financial Group, Greensboro, North Carolina, us, 27497
Senior Client Relationship Management Specialist, TRPG
Job Description
The Client Relationship Manager plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires a minimum of one year of experience in client relationship management or customer support within the financial services industry. You will act as a trusted point of contact for clients, ensuring smooth onboarding, accurate documentation, and ongoing service excellence.
Responsibilities
Work alongside Wealth Managers with the transition and conversion from prospect to client
Develop and maintain ongoing relationship with clients
Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services
Act as liaison between client and Wealth Manager and/or internal and external support teams
Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings
Prepare and organize materials for client signings and notarizations
Review all executed client documents for accuracy and completeness
Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals
Manage daily client requests, including updating account information, completing transactions, completing rollovers, etc.
Manage and review all client data storage, documentation, and transactions according to our internal compliance policies
Assist with training Client Service new hiresMonitor internal process improvements to elevate client experience and departmental efficiency
Develop and train on existing and new technology used within Client Services
What you need to have
Minimum 1 year of experience in client relationship management or customer support role
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple priorities and work in a fast-paced environment
Financial services industry experience preferred
Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus
About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group and TRPG:
The Retirement Planning Group (TRPG) is an SEC registered investment advisory firm headquartered in Leawood, KS. With over 2,000 clients and $2 billion in assets under management as of 05/15/2024, we are one of the fastest growing companies in the Kansas City area. We help clients and their families navigate every financial decision they face throughout their lives, providing comprehensive financial planning and tax services along with education and guidance on Medicare, Social Security, long-term care insurance, travel and more. The Retirement Planning Group is a wholly owned subsidiary of Cetera Holdings, employment and benefits are therefore offered through Cetera Financial Group, an affiliate of Cetera Holdings.
Cetera Financial Group ®
("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
The Retirement Planning Group and Cetera Financial Group are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment,including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our
Workforce Privacy Policy
for further details on what information we collect and the purposes for collection.
Job Info
Job Identification 6036
Job Category Growth & Sales
Posting Date 01/08/2026, 07:27 PM
Job Schedule Full time
Locations Greensboro, NC, United States (Hybrid)
#J-18808-Ljbffr
Responsibilities
Work alongside Wealth Managers with the transition and conversion from prospect to client
Develop and maintain ongoing relationship with clients
Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services
Act as liaison between client and Wealth Manager and/or internal and external support teams
Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings
Prepare and organize materials for client signings and notarizations
Review all executed client documents for accuracy and completeness
Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals
Manage daily client requests, including updating account information, completing transactions, completing rollovers, etc.
Manage and review all client data storage, documentation, and transactions according to our internal compliance policies
Assist with training Client Service new hiresMonitor internal process improvements to elevate client experience and departmental efficiency
Develop and train on existing and new technology used within Client Services
What you need to have
Minimum 1 year of experience in client relationship management or customer support role
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple priorities and work in a fast-paced environment
Financial services industry experience preferred
Familiarity with CRM systems (e.g. Salesforce) and account management processes a plus
About Us What we give you in return: Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group and TRPG:
The Retirement Planning Group (TRPG) is an SEC registered investment advisory firm headquartered in Leawood, KS. With over 2,000 clients and $2 billion in assets under management as of 05/15/2024, we are one of the fastest growing companies in the Kansas City area. We help clients and their families navigate every financial decision they face throughout their lives, providing comprehensive financial planning and tax services along with education and guidance on Medicare, Social Security, long-term care insurance, travel and more. The Retirement Planning Group is a wholly owned subsidiary of Cetera Holdings, employment and benefits are therefore offered through Cetera Financial Group, an affiliate of Cetera Holdings.
Cetera Financial Group ®
("Cetera") is a leading network of independent retail broker‑dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
The Retirement Planning Group and Cetera Financial Group are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment,including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our
Workforce Privacy Policy
for further details on what information we collect and the purposes for collection.
Job Info
Job Identification 6036
Job Category Growth & Sales
Posting Date 01/08/2026, 07:27 PM
Job Schedule Full time
Locations Greensboro, NC, United States (Hybrid)
#J-18808-Ljbffr