About this role
Client Relationship Management Specialist, TRPG at Cetera Financial Group Inc. Location: Leawood, Kansas, United States. Role: managing relationships, onboarding clients, coordinating requests Requirements: 1+ year client relationship or customer support experience in financial services; proficiency with Microsoft Office; familiarity with CRM systems (Salesforce); strong organization and communication skills. Category: Customer Service Seniority: Entry Level Tools: Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce Commitment: Full Time Workplace: Hybrid Languages: English