Service Professional

Cetera Financial Group • El Segundo, CA

7d • $21 - $26 • Hybrid

About The Position

Cetera is currently seeking a Service Professional for our Advisor Service & Support team located in El Segundo, CA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. This role is hybrid and will be 2-3 days a week in office.

Requirements

• 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

• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
• Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
• Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
• Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
• Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
• Provide in person/virtual training to clients and advisors, as well as may provide training to peers as necessary.
• Other duties as assigned.

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