Client & Advisor Experience Specialist

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. #J-18808-Ljbffr CG Financial Services