Service Professional

Cetera Financial Group•Dallas, TX

2d•Hybrid

About The Position

Cetera is currently seeking a Service Professional for our Resource Center team located in San Diego, 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 require an in-office presence of 2-3 days a week.

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

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.