Service Professional

Cetera•Dallas, TX

2d•Onsite

About The Position

Cetera Financial Group is currently seeking a Service Professional - 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. As a Service Professional - IRA at Cetera Financial Institutions, you will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world’s most referable platform.

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
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.