Operations Professional

Cetera•Saint Cloud, MN

5d•$20 - $25•Onsite

About The Position

Cetera is seeking an Operations Professional to join its Operations team in St. Cloud, Minnesota. The role provides operational, customer service, and administrative support, including responding to inquiries from internal and external customers about account status, account changes, and processes. It also involves researching customer accounts, supporting financial professionals through consistent, high-quality service, complying with team procedures and regulatory requirements, and knowing how to access Written Supervisory Procedures for supported teams and processes.

Requirements

High school diploma or GED.
Be flexible and adaptable to change.
Have strong communication and organizational skills.
Serve as a positive role model to colleagues.
Be responsive to coaching and training.
Work independently and resolve complex issues with minimal guidance.
Learn quickly and multitask effectively in a fast-paced environment.
Demonstrate a team-player attitude.
Be energetic and results-oriented.

Nice To Haves

Previous experience in the finance industry.
One year of operations experience.
One year of experience with MS Office tools.
Bachelor’s degree.
Series 99, 6, or 7 license.
Demonstrated experience delivering excellent problem resolution, organizational, and follow-up skills.
Ability to multitask while staying on track with regulatory deadlines, field inquiries, and internal assignments.

Responsibilities

Provide high-level operational, customer service, and administrative support.
Respond to telephone, email, chat, or written inquiries from internal and external customers, including registered representatives, regarding account status, account changes, and processes.
Research customer accounts as requested.
Partner with team members to provide financial professionals with consistent, high-quality customer service.
Comply with team processes, procedures, and regulatory requirements.
Know how to access Written Supervisory Procedures for supported teams and processes.
Train others on the same job roles and responsibilities as needed.

Benefits

Inclusive health, dental, vision, and life insurance plans.
Mental health benefits.
20+ days of paid time off, paid holidays, and two paid wellness days.
401(k) savings plan with a company contribution of up to 5%.
Paid parental leave for birth, adoption, and fostering.
Health Savings Account and Flexible Spending Account options for healthcare, daycare, commuting, and other expenses.
Employee Assistance Program.
LifeLock identity theft protection.
Pet insurance.
Paid caregiver leave.