Service Professional

Cetera Financial Group•Dallas, TX

6d•Hybrid

About The Position

Cetera is seeking a Service Professional to join its Resource Center team in Dallas, Texas. This hybrid role provides operational support and service to financial professionals and their clients while building long-term relationships. Candidates must live within commuting distance of the Dallas office. The Service Professional serves as the primary point of contact for advisor clients, taking ownership of requests through resolution. The role supports brokerage operations, advisory accounts, and direct business, including new account setup, transactions, and ongoing servicing. It also involves using technology to support advisors, managing service requests in a CRM system, and facilitating training for clients, advisors, and peers. No travel is required.

Requirements

High school diploma or equivalent.
Strong communication skills.
Organizational skills and attention to detail.
Analytical thinking and the ability to multitask.
Adaptability in a fast-paced environment.
Courteous, empathetic approach to client concerns and superior listening skills.
Positive role model and team player attitude.
Energetic, results-oriented approach and a passion for providing a high level of customer service.

Nice To Haves

Banking or 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.
Leverage technology and tools to enhance productivity and drive success in advisor support.
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.