Service Professional

CeteraSaint Cloud, MN
16d$21 - $24Onsite

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
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