Service Professional
About The Position
Cetera is seeking a Service Professional to join its Resource Center team in Coppell, Texas. This hybrid role delivers operational support and service to financial professionals and their clients while building long-term relationships. Candidates must live within commuting distance of the Coppell office. The Service Professional supports advisor clients as a primary contact, handling questions and service needs related to brokerage operations, advisory accounts, and direct business. The role also involves documenting and managing requests in the CRM and facilitating training for clients, advisors, and peers. No travel is required.
Requirements
- High school diploma or equivalent.
- Strong communication and listening skills.
- Organizational skills and attention to detail.
- Analytical thinking and ability to multitask.
- Ability to adapt to change in a fast-paced environment.
- Courteous and empathetic approach to client concerns.
- Positive role model and team-oriented attitude.
- Energetic and results-oriented approach.
- 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 provide 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.
Benefits
- Competitive performance-based bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
