Service Professional

Cetera Financial Group•Dallas, TX

5d•Hybrid

About The Position

Cetera is seeking a Service Professional to join our Resource Center team in Dallas, TX. This is an exciting opportunity to deliver exceptional operational support and world-class service to financial professionals and their clients while building meaningful, long-term relationships. This is a hybrid position. To be considered, candidates must reside within a commutable distance of our Dallas, TX office.

Requirements

High level of comfort working with AI-powered tools and technology
Strong communication skills
Organizational skills
Attention to detail
Analytical thought processor
Ability to multitask
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
High School diploma or equivalent

Nice To Haves

Banking/Financial experience
Call Center experience
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills

Responsibilities

Build and maintain strong relationships with advisors, their teams, and clients to foster long-term engagement and trust.
Serve as the primary point of contact for advisor clients, providing end-to-end support and ownership through successful resolution.
Respond to questions related to brokerage operations, advisory accounts, and direct business, including new account setup, transactions, and ongoing servicing needs.
Deliver exceptional advisor support by leveraging technology and tools to enhance productivity and drive success.
Accurately document, track, and manage service requests within the CRM system to ensure timely follow-up and resolution.
Facilitate in-person and virtual training sessions for clients and advisors, and provide peer training as needed.