Senior Service Professional
About The Position
Cetera is seeking a Senior Service Professional for its Advisor Support team in Dallas, Texas. The role provides operational support and customer service to advisors, their teams, and clients. It is hybrid, with 2–3 days per week in the office, and candidates must be located near the Coppell, Texas hub. The position serves as a primary point of contact for advisors’ clients, guiding service requests from start to resolution. It addresses questions about brokerage operations, advisory accounts, and direct business, including new account setup, transactions, and servicing requirements. The role also supports advisors through technology, delivers training to clients, advisors, and peers, and assists with complex cases and escalations.
Requirements
- High school diploma or GED.
- At least 1 year of applicable experience.
- At least 1 year of experience with MS Office tools.
- Strong communication, organizational, and listening skills.
- Attention to detail and analytical thinking.
- Ability to multitask and adapt to change in a fast-paced environment.
- Courteous and empathetic approach to client concerns.
- Positive role model and collaborative team attitude.
- Energetic, results-oriented approach and passion for high-quality customer service.
- High level of comfort working with AI-powered tools and technology.
Nice To Haves
- Prior experience processing financial transactions, such as journals, distributions, and check requests.
- Call center experience.
- Demonstrated problem-resolution, organizational, and follow-up skills.
- Familiarity with Schwab, Fidelity, or Pershing, and systems such as Orion and Envestnet.
- SIE or other FINRA licensing.
Responsibilities
- Build meaningful relationships with advisors, their teams, and clients.
- Serve as the primary point of contact for advisors’ clients and guide requests through successful resolution.
- Answer questions about brokerage operations, advisory accounts, and direct business, including new account setup, transactions, and servicing requirements.
- Support advisors in using technology to improve their productivity and outcomes.
- Use the CRM tool to record and track service requests and ensure timely, accurate follow-up.
- Provide in-person and virtual training to clients and advisors.
- Use experience to train peers on complex topics as needed.
- Assist with complex cases and escalations from Service Professionals.
Benefits
- Competitive performance-based bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
