Senior Service Professional
About The Position
Cetera is seeking a Senior Service Professional for its Advisor Support team. This role provides operational support and customer service to advisors, their teams, and clients. The position is hybrid, requiring 2–3 days in the office per week, and candidates must be located near the Coppell, Texas hub. The Senior Service Professional serves as a primary point of contact for advisors’ clients, guides client service matters from intake through resolution, handles questions about brokerage operations and advisory accounts, and supports account setup, transactions, and servicing. The role also uses CRM technology to track service requests, provides training to clients, advisors, and peers, and assists with complex cases and escalations. The position requires a high school diploma or GED, at least one year of applicable experience, and one year of experience with MS Office tools. The base annual salary range is $28.85–$36.05, plus a performance-based bonus. Travel is not required.
Requirements
- High school diploma or GED.
- At least 1 year of applicable experience.
- At least 1 year of experience with MS Office tools.
- High comfort level working with AI-powered tools and technology.
- Strong communication skills.
- Organizational skills and attention to detail.
- Analytical thinking and ability to multitask.
- Adaptability in a fast-paced environment.
- Courteous and empathetic approach to client concerns.
- Superior listening skills.
- Positive role model and team-player attitude.
- Energetic, results-oriented approach.
- Passion for providing a high level of customer service.
- Licensing, if applicable.
Nice To Haves
- Prior experience processing financial transactions such as journals, distributions, and check requests.
- Call center experience.
- Demonstrated experience in problem resolution, organization, and follow-up.
- Familiarity with Schwab, Fidelity, or Pershing, and systems such as Orion and Envestnet.
- SIE or other FINRA licensing.
Responsibilities
- Build meaningful connections with advisors, their teams, and clients to foster ongoing relationships.
- Serve as the primary point of contact for advisors’ clients, providing guidance and taking responsibility for requests from intake through successful resolution.
- Address inquiries about brokerage operations, advisory accounts, and direct business, including new account setup, transactions, and servicing requirements.
- Support advisors by using technology to improve their productivity and results.
- Use the CRM tool to record and track service requests and ensure prompt, accurate follow-up.
- Provide in-person or virtual training to clients and advisors, and train peers on complex topics as needed.
- Assist with complex cases and escalations from Service Professionals.
Benefits
- Health, dental, vision, and life insurance plans.
- Mental health benefits.
- 20+ days of paid time off, paid holidays, and 2 paid wellness days.
- 401(k) savings plan with company contributions up to 5%.
- Paid parental leave for birth, adoption, and fostering.
- Health Savings Account and Flexible Spending Account options.
- Employee Assistance Program.
- Identity theft protection through LifeLock.
- Pet insurance.
- Paid caregiver leave.
- Other voluntary benefits.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
