Service Professional

Cetera•Dallas, TX

7d•$23 - $28•Hybrid

About The Position

Cetera is seeking a Service Professional to join its Resource Center team. 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, Texas office. The Service Professional supports advisor clients across brokerage operations, advisory accounts, direct business, new account setup, transactions, and ongoing servicing. The role owns service requests through resolution, uses technology to improve productivity, documents and tracks requests in the CRM, and delivers training to clients, advisors, and peers. No travel is required.

Requirements

High school diploma or equivalent.
Strong communication skills.
Organizational skills and attention to detail.
Analytical thought processing and ability to multitask.
Adaptability in a fast-paced environment.
Courteous and empathetic approach to client concerns, with superior listening skills.
Positive role model for colleagues and a team-player attitude.
Energetic, 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.
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, direct business, new account setup, transactions, and ongoing servicing needs.
Leverage technology and tools to enhance productivity and support advisors.
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.