Service Professional

Cetera•Dallas, TX

2d•$23 - $28•Hybrid

About The Position

Cetera is seeking a Service Professional for its Resource Center team in Coppell, Texas. This hybrid role provides 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 role serves as a primary contact for advisor clients, providing end-to-end support and ownership through resolution. It handles questions involving brokerage operations, advisory accounts, direct business, new account setup, transactions, and ongoing servicing. The Service Professional also uses technology to improve advisor support and productivity, manages requests in the CRM system, and conducts in-person and virtual training for clients and advisors, as well as peer training. No travel is required. The stated compensation is $23.10–$27.90 per hour, plus a competitive performance-based bonus. The posting notes that compensation depends on factors including skills, experience, certifications, and location.

Requirements

High school diploma or equivalent.
Strong communication skills.
Organizational skills.
Attention to detail.
Analytical thought processing.
Ability to multitask.
Adaptability in a fast-paced environment.
Courteous and empathetic approach to client concerns.
Superior listening skills.
Ability to be a positive role model to colleagues.
Team-player 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 about brokerage operations, advisory accounts, and direct business, including new account setup, transactions, and ongoing servicing needs.
Leverage technology and tools to enhance productivity and deliver advisor support.
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.