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Client Service Representative

2 months ago

san diego, United States California Coast Credit Union Full time

This role supports Financial Professionals (Registered Representatives) with running their day to day Investment practice while enhancing the customer service level and experience. This role may cover up to 3 Financial Professionals. This role will not make sales, maintain a book of business, or offer financial recommendations for clients.


This role can be part of the Career Pathing program for future opportunities once licenses (Insurance, Series 6 or 7 & 66) are obtained and experience level has reached 3 years or longer while in good standing in current role.


What you will do:

• Act as a liaison between the registered representatives and their clients while following FINRA guidelines and limitations due to licensing requirements.

• 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.

• Set client financial review visits based on client service level agreement & prepare follow up meetings based on needs.

• Organize Client events and follow up tasks.

• Maintain an organized filing system following compliance guidelines along with a process for registered representative to support clients and prospects current and future needs.

• Maintain Advisor Calendar, Client Segmentation/Service Level Agreement and follow up, RedTail, AdviceWorks/SmartWorks, Marketing Central, client notes to mirror AdviceWorks/SmartWorks syncing to Redtail, current and future tasks and follow up processes.

• Leverage e-sign whenever possible and be proficient with Portfolio Access.

• Utilize the Annuity Search Tool, RightBridge, DP Maintenance and daily paperwork maintenance to insure deepening the book of business based on client needs, opportunities and a clean paperwork flow.

• 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 need to have:

• High School diploma or equivalent

• Some college preferred

• Strong verbal communication skills with a client service focus

• Strong organizational skills

• Ability to meet deadlines

• Proficient with technology with the ability to learn (Microsoft Office including Word, Excel and PowerPoint).


What you should expect:

Our competitive employee benefits offer comprehensive packages to help plan for health, retirement and other needs.


About Cetera Financial Group

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities and Summit Brokerage Services. Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.


Salary Range (hourly)

$23.34 - $29.18