Service Professional

Cetera Financial Group•Dallas, TX

4d•Hybrid

About The Position

Cetera is seeking a Service Professional to join its Resource Center team in Coppell, Texas. This hybrid position provides operational support and service to financial professionals and their clients, with an emphasis on building long-term relationships. Candidates must live within commuting distance of the Coppell office. The role serves as a primary contact for advisor clients and provides end-to-end assistance with brokerage operations, advisory accounts, direct business, account setup, transactions, and ongoing service needs. It also uses technology and CRM tools to manage requests, support productivity, deliver training, and ensure timely resolution. No travel is required.

Requirements

High school diploma or equivalent.
Strong communication skills.
Organizational skills and attention to detail.
Analytical thought processing and the ability to multitask.
Ability to adapt to change in a fast-paced environment.
Courteous and empathetic approach to client concerns.
Superior listening skills.
Positive role model for colleagues and a team-player attitude.
Energetic and results-oriented.
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 effective advisor support.
Accurately document, track, and manage service requests in 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.