Advisor Tech Services Professional
About The Position
Cetera is currently seeking an Advisor Tech Services Professional for our Advisor Tech Services team located in El Segundo, CA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. In the role of Advisor Tech Service Professional, you will be responsible for creating raving fans by delivering excellent support to all of our advisor's end clients. The goal is to build and maintain client loyalty as well as create the world's most referable platform. This position is hybrid, requiring 2-3 days in office a week.
Requirements
- Superior written and communication skills. Communicates courteously, professionally, and effectively in a variety of ways with a diverse audience
- Flexible and adaptable. Expect and embrace change
- Able to multitask in a fast-paced environment
- Leads and energizes their peers
- Strong customer service skills
- Ability to think on your feet and be comfortable taking initiative.
- Creative problem solver and takes ownership.
- Assesses customers' needs and offers appropriate solutions.
- Eager to learn and grow their professional skills
- High School Diploma or GED
Nice To Haves
- Previous experience in the Finance industry
- Previous experience in Operations
- Previous experience using MS Office Tools
- Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills.
- Bachelor's Degree
Responsibilities
- Respond to telephone support inquiries from Financial Advisors, their supporting staff in the field, and end clients.
- Provide ongoing service-focused support for all aspects of Cetera web portals, identify trends, and report trouble tickets to tier 2 support.
- Provide support to our advisors and end-clients with the navigation and use of various systems associated with the Broker/Dealer
- Troubleshoot and resolve product or service problems; determining the cause and explaining the best solution to resolve the issue
- Resolve less complex problems immediately and direct complex inquiries to the IT Support team and/or vendor for resolution
- Utilize the CRM (Client Relationship Management) tool to record calls and the status of all requests
- Provide follow-up to ensure full customer satisfaction
- Escalate requests to or consult with senior staff when the solution is unclear
- Report problems with procedures and make suggestions for improvement
- Provide support to our clients in all aspects of the Cetera Client and Advisor Portals
- Maintain high-level standards of call handling requirements and quality review scores while adhering to the assigned work schedule
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
