Client Relationship Management Specialist, TRPG
CeteraTexas, United States
Posted April 14, 2026
Full Time
About the Company
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans.
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.
Requirements
- 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
Benefits
- Inclusive health, dental, vision and life insurance plans
- Mental health benefits
- 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days
- 401(k) Savings plan with a generous company contribution
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
