Service Professional

Cetera • Saint Cloud, MN

24d • $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
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED