Service Professional
About The Position
Cetera is currently seeking a Service Professional for our team located in St. Cloud. As a Service Professional at Cetera Financial Institutions, you will be responsible for creating raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world’s most referable platform. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.
Requirements
- 1+ year of previous call center experience
- 1+ year of proficiency with Microsoft Office tools.
- Must have 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.
- Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.
- Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
- Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
- Utilize 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 process and system navigation
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
