Service Professional
Cetera Financial Group•Dallas, TX
•Onsite
About The Position
Cetera is a leading financial advice firm providing comprehensive services including wealth management, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. The company's mission is to support and empower financial professionals, their clients, and employees to achieve more. This role is an opportunity to join the team and provide customer service to clients, aiming to create 'Raving fans' and build client loyalty.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
