Operations Professional

Cetera Financial Group•Dallas, TX

8d•Onsite

About The Position

Cetera is currently seeking an Operations Professional for our team located in St. Cloud, MN. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period and continued success of candidate and job needs.

Requirements

Flexible and adaptable to change
Strong communication and organizational skills
Positive role model to colleagues
Highly responsive to coaching and training
Independent; able to work and resolve complex issues with minimal guidance
Ability to learn quickly and multi-task effectively in a fast-paced environment
Team player attitude
Energetic and results-oriented
Ability to train others on same job roles & responsibilities as needed
High School Diploma or GED

Nice To Haves

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

Responsibilities

Provide high-level operational, customer service, and administrative support in our department.
Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc.
Respond to telephone/email/chat or written correspondence inquiries from internal and external customers including registered representatives regarding account status, account changes and process.
Perform research as requested on customer accounts.
Partner with other team members to ensure financial professionals experience consistent, high-quality customer service.
Comply with processes and procedures of the team and any regulatory requirements.