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# Client Relationship Management Specialist, TRPG

- **Company:** Cetera Financial Group, Inc.
- **Location:** Dallas, TX, United States
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Microsoft Outlook, Customer Data Management, Microsoft Office, Microsoft PowerPoint, Salesforce.Com, Data Storage Technologies
- **Published:** August 3, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=f3e490bd83f9b3d0

## About the Role

* 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

## Description

The Client Relationship Management Specialist 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 hires
 * Monitor internal process improvements to elevate client experience and departmental efficiency
 * Develop and train on existing and new technology used within Client Services


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