Senior Service Professional

Cetera Financial Group • Dallas, TX

118d • $19 - $31 • Hybrid

About The Position

Cetera is currently seeking a Senior Service Professional for our Advisor Support team. 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. This is a hybrid role, candidate must be located near an office hub: Dallas, TX | El Segundo, CA | Des Moines, IA | St Cloud, MN.

Requirements

• Demonstrate a real passion for providing a high level of customer service.
• FINRA Series 7 (or willing to obtain within 9-12 months of start date).
• Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable.
• Analytical thinker with the ability to multitask and adapt quickly in a fast-paced environment.
• Courteous, empathetic, and an active listener committed to resolving client concerns effectively.
• Positive team player who leads by example and brings energy and results-driven mindset to every interaction.

Nice To Haves

• Call Center experience highly desirable.
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills.
• Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet.
• Licensing (SIE or other FINRA Licensing).

Responsibilities

• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
• Proficiently addressing queries through phone calls, regarding advisory accounts and spanning from assisting with new account setup to managing transactions and servicing requirements.
• Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
• Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
• Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training advisors.
• Able to assist with complex cases and escalations from Service Professionals.
• Other duties as assigned.

Benefits

• Competitive performance-based bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: High school or GED