Service Professional

Cetera Financial Group•Saint Cloud, MN

4d•Hybrid

About The Position

Cetera is seeking a Service Professional for its team in St. Cloud, Minnesota. The role delivers operational support and customer service to financial professionals and customers, with the goal of building client loyalty and creating a referable platform. The position may become hybrid following a successful training period.

Requirements

At least 1 year of previous call center experience.
At least 1 year of proficiency with Microsoft Office tools.
High school diploma or GED.
Demonstrated experience delivering excellent problem resolution, organizational, and follow-up skills.
Success-driven personality.

Responsibilities

Handle complex and escalated issues from financial professionals and customers.
Support clients across brokerage operations, advisory accounts, transfers, direct business, and other aspects of their business.
Assist clients with navigating and using systems associated with the Broker/Dealer.
Meet minimum call-handling requirements and quality review scores while adhering to the assigned work schedule.
Use the CRM (Client Relationship Management) tool to accurately record each call.
Work independently within the team to assist callers without requiring outside assistance.
Participate in special projects as assigned.
Provide training support on department processes and system navigation.