Senior Supervision Associate
About The Position
Cetera is seeking a Senior Supervision Associate to join our CWS Supervision team. The Senior Supervision Associate will be responsible for managing various technology applications used by Supervision on a daily basis. One area of primary responsibility will be set up of Smarsh email hierarchy and access, delivering customized reporting solutions, and providing troubleshooting support to both field representatives and internal teams. This position requires strong attention to detail, field engagement, analytical skills, and a proactive approach to problem-solving in a fast-paced environment.
Requirements
- 1-3 years of Financial Service experience
- High school diploma or equivalent
- Familiarity with Smarsh, Salesforce, or similar compliance and reporting platforms
Nice To Haves
- Exceptional attention to detail and ability to prioritize multiple tasks effectively
- Strong problem-solving skills with a proactive mindset toward operational improvements
- Excellent communication and collaboration abilities across teams and the field
Responsibilities
- Initial set up and management of Smarsh email retention settings for CWS and Supervision
- Troubleshoot and resolve Salesforce cases, including case setup and follow-through
- Drive adoption of Intune enrollment within the firm
- Assist with various Supervision focused projects, as needed
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
