Customer Service Representative

2 weeks ago

Endicott, United States Cetera Financial Group Full time

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo).

What You Will Do:

  • Act as a liaison between the registered representatives and their clients.
  • Answer phones, schedule appointments, and prepare materials for client meetings.
  • Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
  • Prepare and complete client paperwork and follow up tasks to support registered representative.
  • Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
  • Organize client events and follow up tasks.
  • Maintain client records and retention management within corporate requirements.
  • Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews).
  • Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
  • Educate clients on account services, capabilities, and new technology.
  • Complete required corporate training on new technologies and follow implementation guidelines.
  • Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
  • Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.

What You Will Have:

  • High School Diploma or GED
  • Experience in an administrative or customer service role
  • Strong time management skills
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs

What is Nice to Have:

  • Previous experience in assisting Registered Representatives/Financial Advisors
  • Financial services and/or banking background
  • Bachelor’s degree in Finance, Business, Marketing, or Communications
  • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
  • Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
  • Self-starter, productive, works well with a team and independently
  • Professional and positive attitude, friendly demeanor both in-person and by telephone
  • Trustworthy; uses discretion with confidential information
  • Listens well to instruction and consistently retains details

The base annual salary range for this role is $18 to $25 an hour. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

  • Customer Service Representative

    2 weeks ago

    Endicott, United States Cetera Financial Group Full time

    This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships,...

  • Customer Service Representative

    1 week ago

    Endicott, United States Cetera Financial Group Full time

    This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships,...

  • Customer Service Representative

    15 hours ago

    Endicott, New York, United States Domino's Pizza LLC Full time

    About Domino's Pizza LLCJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional customer service and support to our customers.Key ResponsibilitiesRespond to customer inquiries and resolve...

  • Customer Service Representative

    1 week ago

    Endicott, New York, United States Domino's Franchise Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Domino's Franchise.Key Responsibilities:Provide exceptional customer service to ensure customer satisfaction and loyalty.Respond to customer inquiries and resolve issues in a timely and professional manner.Work...

  • Customer Service Representative

    4 months ago

    Endicott, United States Domino's Pizza LLC Full time

    Description Domino's Pizza is hiring immediately for Customer Service Representatives (Pizza Cook/Team Member) to join their team! Job type: Full time and Part time, Permanent Domino's Pizza Hiring Pizza Makers Immediate Opening's Apply In Person Hourly Rate Of $15.00 Paid Weekly Very Flexible Hours. Full & Part-Time. Work 1 Day A Week Or Up To 5 Day's. Our...

  • Customer Service Representative

    7 days ago

    Endicott, New York, United States Domino's Franchise Full time

    Job Opportunity at Domino's FranchiseAbout the Role:We are seeking a reliable and customer-focused individual to join our team as a Delivery Driver. As a key member of our delivery team, you will be responsible for ensuring timely and efficient delivery of our products to customers.Key Responsibilities:Deliver pizzas and other menu items to customers in a...

  • Customer Service Representative

    5 days ago

    Endicott, New York, United States Domino's Franchise Full time

    Job Opportunity at Domino's FranchiseWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our customers.Key Responsibilities:Respond to customer inquiries...

  • Client Service Representative

    2 weeks ago

    Endicott, New York, United States Domino's Pizza LLC Full time

    Join Our Team at Domino's Pizza LLC!We are currently seeking enthusiastic individuals to fill the role of Customer Service Representative. This position is ideal for those who enjoy working in a fast-paced environment and are passionate about delivering exceptional service.Key Responsibilities:1. Engage with customers to provide top-notch service and...

  • Client Services Representative

    4 weeks ago

    Endicott, United States Cetera Financial Group Full time

    Job Description This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Financial Services Coordinator

    1 week ago

    Endicott, New York, United States Cetera Financial Group Full time

    About the RoleThis position supports Financial Advisors (Registered Representatives) in managing their day-to-day Investment practice while enhancing the customer service level and experience. The successful candidate will work directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions,...

  • Retail Sales Representative

    5 days ago

    Endicott, New York, United States Wireless Vision Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Retail Sales Representative to join our team at Wireless Vision. As a key member of our sales team, you will be responsible for providing exceptional customer service, meeting sales targets, and promoting the T-Mobile brand.Key ResponsibilitiesProvide outstanding customer service to...

  • Retail Sales Representative

    5 days ago

    Endicott, New York, United States Wireless Vision Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Retail Sales Representative to join our team at Wireless Vision. As a key member of our sales team, you will be responsible for providing exceptional customer service, meeting sales targets, and promoting the T-Mobile brand.Key ResponsibilitiesCustomer Service: Provide top-notch customer...

  • Retail Service Specialist

    3 days ago

    Endicott, New York, United States O'Reilly Auto Parts Full time

    Job Summary:O'Reilly Auto Parts is seeking a highly skilled Retail Service Specialist to join our team. As a key member of our retail operations, you will be responsible for delivering exceptional customer service, supporting store management, and developing our team members.Key Responsibilities:Provide professional services while delivering an excellent...

  • Aftermarket Product Support Representative

    1 month ago

    Endicott, New York, United States BAE Systems Full time

    Job Description The Customer Service Org (Aftermarket Team) in Endicott NY is looking to add a Customer Service Representative to support our MAS and GIS product lines. The Aftermarket Team is dedicated to providing top tier support to our customers throughout the repair cycle. The Customer Service Representative (CSR) is the main interface with our...

  • Customer Experience Associate

    3 months ago

    Endicott, United States Weis Markets Full time

    Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and communities? That's WEIS! Location Address: 412 Day Hollow Road Job Description: ESSENTIAL DUTIES AND RESPONSIBILITIES The Customer Experience Associate is responsible for...

  • Commercial Business Development Representative

    2 weeks ago

    Endicott, United States SERVPRO of Broome County, Tompkins & Tioga Counties Full time $40,000

    Job DescriptionJob DescriptionPosition SummaryPromote and sell SERVPRO commercial services in assigned territory, which results in meeting or exceeding assigned sales goals. Grow and develop commercial customer base by utilizing a systematic business development process to identify new commercial prospects and cultivate relationships. A Commercial Large Loss...

  • Commercial Business Development Representative

    7 days ago

    Endicott, United States SERVPRO of Broome County, Tompkins & Tioga Counties Full time

    Job DescriptionJob DescriptionPosition SummaryPromote and sell SERVPRO commercial services in assigned territory, which results in meeting or exceeding assigned sales goals. Grow and develop commercial customer base by utilizing a systematic business development process to identify new commercial prospects and cultivate relationships. A Commercial Large Loss...

  • Commercial Business Development Representative

    5 days ago

    Endicott, New York, United States SERVPRO of Broome County, Tompkins & Tioga Counties Full time

    Job Description**Job Summary**We are seeking a highly motivated and experienced Commercial Business Development Representative to join our team at SERVPRO of Broome County, Tompkins & Tioga Counties. As a key member of our sales team, you will be responsible for promoting and selling our commercial services in assigned territories, resulting in meeting or...

  • Retail Service Specialist

    3 days ago

    Endicott, United States O'Reilly Auto Parts Full time

    O'Reilly Automotive - 209 Garfield Avenue [Store Manager] As a Retail Service Specialist at O'Reilly Automotive, you'll: Provide professional services while delivering an excellent customer service experience; Support the Store Manager and Assistant Manager in the areas of sales, customer service, store appearance and operations; Serve in a leadership role...

  • Sales Representative Key Account Manager

    5 days ago

    Endicott, New York, United States Blue Horizon Solutions Full time

    About Blue Horizon SolutionsWe are a leading manufacturer of high-precision dressing tools, dressing spindle systems, wear protection components, and grinding wheels. Our customers come from all areas of demanding industrial production technology, such as automotive, aerospace, mechanical engineering, medical technology, and the chemical industry.Our Company...