Senior Service Professional

Cetera Financial Group•Dallas, TX

13d•$23 - $30•Hybrid

About The Position

Cetera is currently seeking a Senior Service Professional for our Advisor Support team in Dallas, TX. 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. Candidates must be located near one of Cetera's office hubs in Dallas, TX | El Segundo, CA | St. Cloud, MN | St. Paul, MN | or Des Moines, IA.

Requirements

Strong communication skills
Organizational skills
Attention to detail
Analytical thought processor
Ability to multi task
Adaptable to change in a fast-paced environment
Courteous and empathetic to client concerns
Superior listening skills
Positive role model to colleagues
Team player attitude
Energetic and results-oriented
Demonstrate a real passion for providing a high level of customer service
Processing Experience: Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable.
High School Diploma or GED
1 year’s applicable experience
1 years of experience with MS Office tools
Licensing (if applicable)

Nice To Haves

Call Center experience
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.
Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, 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 to peers on complex topics as necessary.
Able to assist with complex cases and escalations from Service Professionals
Other duties as assigned.

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