Client Relationship Management Specialist

CETERA

Client relationship specialist supporting onboarding, account servicing, and client growth for Cetera Financial Group, a financial-advisor network. Coordinating Wealth Manager relationships, documentation, transactions, and CRM data accuracy in a hybrid Dallas role.

Posted 8/4/2026full-timeDallas • Texas • 🇺🇸 United StatesJunior💰 $63,000 - $88,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, onboarding processes, and compliance within the financial services industry, while effectively utilizing CRM systems and Microsoft Office Suite to enhance client experiences.

Highest-signal resume keywords

Client Relationship ManagementCRM Data EntryMicrosoft Office Suite ProficiencyOrganizational SkillsFinancial Services Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client OnboardingDocumentation ReviewAccount ManagementData AccuracyProcess Improvement

Soft Skills

Communication SkillsInterpersonal SkillsAttention to DetailMulti-Priority Management

Tools & Technologies

CRM SystemsSalesforce

Industry Keywords

Financial ServicesClient ServicesCompliance Policies

About the role

Key responsibilities & impact

Work alongside Wealth Managers during the transition and conversion from prospect to client
Develop and maintain ongoing client relationships
Serve as a client point of contact, addressing inquiries, coordinating requests, and guiding clients through services
Liaise between clients, Wealth Managers, and internal and external support teams
Manage new-client onboarding, including documentation collection, CRM data entry, and account openings
Prepare and organize materials for client signings and notarizations
Review executed client documents for accuracy and completeness
Ensure CRM and custodial account data meet client plan goals
Manage daily client requests, account updates, transactions, and rollovers
Manage and review client data storage, documentation, and transactions according to internal compliance policies
Assist with training new Client Service hires
Monitor process improvements to elevate client experience and departmental efficiency
Develop and train employees on existing and new Client Services technology

Requirements

What you’ll need

Minimum 1 year of experience in client relationship management or customer support
Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple priorities in a fast-paced environment
Financial services industry experience preferred
Familiarity with CRM systems such as Salesforce and account management processes is a plus

Benefits

Comp & perks

Inclusive health, dental, vision, and life insurance plans
Mental health benefits
20+ days of paid time off (PTO)
Paid holidays
2 paid wellness days
401(k) savings plan with company contributions up to 5%
Access to a financial professional for retirement planning
Paid parental leave
Health Savings Account and Flexible Spending Account options
Employee Assistance Program (EAP)
LifeLock identity theft protection
Pet insurance
Paid caregiver leave
Additional voluntary benefits