Service Professional

Cetera Financial Group • Saint Cloud, MN

1d • $21 - $24 • Onsite

About The Position

Cetera Financial Group is currently seeking a Client Support Associate - IRA for our company’s office located in St. Cloud, MN. This is a unique opportunity to join our team to provide customer service to our clients.

Requirements

• 1+ year of previous customer service related work
• 1+ years of proficiency with Microsoft Office tools.
• Must have a High School diploma or GED

Responsibilities

• Complete training on the rules and regulations on Individual Retirement Plans (IRA).
• Provide support to our clients related Individual Retirement Plans.
• Handle complex and escalated issues from representatives and customers.
• Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.

Benefits

• career growth opportunities
• a modern office environment with sit/stand desks
• 4 weeks PTO starting
• 16 paid volunteer hours
• 401k program with match
• various Health, Dental and Vision options
• company paid STD/LTD and Life Insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees