Customer Service Operations Specialist
6 days ago
Cetera Financial Group is dedicated to providing world-class operational support and customer service to clients across our Advisory Programs. We’re looking for a motivated Specialty Operations Professional 2 to join our team and make a meaningful impact in the lives of our clients by ensuring seamless account operations, handling complex inquiries, and driving cross-functional collaboration. This is a unique opportunity to advance your career while developing specialized knowledge in the advisory and brokerage space.
What You Will Do:
- Manage Advisory Accounts: Set up, maintain, and troubleshoot advisory accounts across Cetera's programs, ensuring timely and accurate resolution of work items.
- Leverage Industry Knowledge: Apply your understanding of advisory operations, including brokerage operations such as New Accounts, Money Movement, and Maintenance, to support our clients and advisors.
- Achieve Key Metrics: Collaborate with your Operations Lead and/or Team Lead to understand role expectations, meet Service Level Agreements (SLAs), and achieve performance metrics.
- Cross-Train and Mentor Team Members: Provide foundational knowledge and support for Specialty Operations team members, enhancing overall team capability and coverage across different workflows.
- Proactive Problem Solving: Identify, troubleshoot, and resolve potential issues in operational processes, ensuring minimal disruption to clients and maintaining operational integrity.
- Engage with Stakeholders: Respond to inquiries from internal and external customers using Salesforce, email, mail, and phone, providing timely and solutions-focused responses.
- Handle Complex Cases: Conduct in-depth research on customer accounts and respond accurately and efficiently to high-priority cases.
- Maintain Communication Channels: Effectively communicate escalations, operational updates, and ideas with Team Leads, Operations Leadership, and cross-functional partners.
- Master Key Tools and Systems: Gain proficiency in Docupace, NetX360, AdviceWorks, MAA, Salesforce, and SmartWorks, using these tools to streamline processes and improve service delivery.
- Support Financial Planning Operations: Assist clients and advisors across various communities by offering operational support for Financial Planning functions.
- Compliance and Quality Assurance: Participate in compliance audits, meet quality metrics, and adhere to all team processes and regulatory requirements.
- Drive Customer Satisfaction: Partner with team members to ensure advisors receive consistent, high-quality support and service.
What You Will Have:
- High School Diploma or GED (required)
- Proficiency in MS Office tools
What is nice to have:
- Bachelor’s degree in a relevant field
- Series 99, 6, or 7 license (a plus)
- Demonstrated ability to multi-task and handle multiple priorities while adhering to deadlines and regulatory requirements
- Strong organizational, follow-up, and problem-solving skills
#LI-Hybrid
-
IT Support Specialist in El Segundo
2 weeks ago
El Segundo, California, United States Virtual Service Operations Full timeWe are seeking a skilled IT Support Specialist to join our team at Virtual Service Operations in El Segundo, California. As an IT Support Specialist, you will play a crucial role in ensuring smooth operations within the organization by setting up and troubleshooting IT equipment, including laptops, monitors, and printers.You will also provide technical...
-
Desktop Support Specialist in El Segundo
2 weeks ago
El Segundo, California, United States Virtual Service Operations Full timeDesktop & Depot Support OpportunityWe are seeking a highly motivated and career-driven individual to join our team as a Desktop & Depot Support specialist in El Segundo, California.Responsibilities - Desktop SupportProvide workstation software break-fix supportOffer IT systems desktop administration in a heterogeneous Microsoft Windows and RedHat Enterprise...
-
Customer Service Operations Specialist
6 days ago
el segundo, United States Cetera Financial Group Full timeCetera Financial Group is dedicated to providing world-class operational support and customer service to clients across our Advisory Programs. We’re looking for a motivated Specialty Operations Professional 2 to join our team and make a meaningful impact in the lives of our clients by ensuring seamless account operations, handling complex inquiries, and...
-
Customer Service Operations Specialist
7 days ago
El Segundo, United States Cetera Financial Group Full timeCetera Financial Group is dedicated to providing world-class operational support and customer service to clients across our Advisory Programs. We’re looking for a motivated Specialty Operations Professional 2 to join our team and make a meaningful impact in the lives of our clients by ensuring seamless account operations, handling complex inquiries, and...
-
Linux Desktop Support Specialist
4 weeks ago
El Segundo, California, United States Virtual Service Operations Full timeDesktop Support Linux TechnicianVirtual Service Operations is seeking a highly motivated and career-driven individual to join our growing team as a Desktop Support Linux Technician in El Segundo, California.Key Responsibilities:Manage IT systems, including desktops, laptops, and printers.Provide support for desktop systems, ensuring their smooth operation,...
-
IT Support Specialist
3 weeks ago
El Segundo, California, United States Virtual Service Operations Full timeIT Support Technician OpportunityWe are seeking a skilled IT Support Technician to join our team at Virtual Service Operations. As a key member of our team, you will play a crucial role in ensuring the smooth operation of our client's IT infrastructure.Key Responsibilities:Provide technical support to end-users, troubleshooting and resolving IT-related...
-
Client Support Manager
5 days ago
El Segundo, United States Specialist Direct Full timeAbout Specialist Direct Founded in 2015, Specialist Direct (SDI) is the number one, fastest growing organ transplant telehealth company in the US. Our award-winning, cloud-based diagnostic solutions have been instrumental in improving organ utilization and increasing organ placements. With a national network of top specialists, SDI delivers more accurate...
-
Client Support Manager
4 days ago
el segundo, United States Specialist Direct Full timeAbout Specialist Direct Founded in 2015, Specialist Direct (SDI) is the number one, fastest growing organ transplant telehealth company in the US. Our award-winning, cloud-based diagnostic solutions have been instrumental in improving organ utilization and increasing organ placements. With a national network of top specialists, SDI delivers more accurate...
-
Customer Service Specialist
2 months ago
El Segundo, United States NEOGOV Full timeSalary: Depends on Qualifications Location : Draper, UT Job Type: Full-Time Job Number: 00501 Department: Customer Service Division: General Opening Date: 09/11/2024 About NEOGOV is a proud SaaS leader in the Public Sector for HR, recruiting, employee development and management; and for Public Safety for policy management, community engagement, staff...
-
IT Support Specialist in El Segundo
2 weeks ago
El Segundo, California, United States Virtual Service Operations Full timeIT Support Technician Job DescriptionVirtual Service Operations is seeking a skilled IT Support Technician to join our team on a temporary basis. As an IT Support Technician, you will play a crucial role in ensuring smooth operations within the organization by setting up and troubleshooting IT equipment, including laptops, monitors, and printers.Key...
-
Customer Success Specialist
3 weeks ago
El Segundo, California, United States Internet Brands Full timeCustomer Success SpecialistLos Angeles based Internet Brands is seeking a Customer Success Specialist to join one of our fastest growing affiliates, Demandforce. As a Customer Success Specialist, you will be responsible for the overall health and retention of Demandforce accounts. Your key responsibilities will include onboarding new customers, monitoring...
-
Customer Service Representative
2 weeks ago
El Segundo, California, United States NEOGOV Full timeAbout the Role:We are seeking a highly skilled Customer Service Specialist to join our team at NEOGOV. As a key member of our Customer Support team, you will be the voice of our company, providing world-class product support to our customers via phone calls, virtual meetings, and emails.Key Responsibilities:Listen actively to understand customer needs and...
-
Product Operations Specialist
3 weeks ago
El Segundo, California, United States MotorTrend Group Full timeJob Title: Product Operations SpecialistMotorTrend Group is seeking a highly skilled Product Operations Specialist to join our team. As a key member of our operations team, you will be responsible for ensuring the smooth operation of our product and services.Key Responsibilities:Customer problem management, including escalating to Product and Tech teamsApp...
-
Customer Success Specialist
2 weeks ago
El Segundo, California, United States Internet Brands Full timeAbout the Role:We are seeking a highly skilled Customer Success Specialist to join our team at Internet Brands. As a Customer Success Specialist, you will be responsible for the overall health and retention of Demandforce accounts.Key Responsibilities:Onboard new customers and ensure a smooth transition to our platform.Monitor account health and proactively...
-
Linux Desktop Support Technician
3 weeks ago
El Segundo, California, United States Virtual Service Operations Full timeOpportunity:Virtual Service Operations is seeking a highly motivated and career-driven individual to join our growing team as a Desktop Support Linux Technician in El Segundo, California.In this role, you will be part of our growing relationship with one of our great clients and have responsibilities in Desktop Support such as:Managing IT Systems: Overseeing...
-
Automotive Service Specialist
2 weeks ago
El Segundo, California, United States Blue Chip Talent Full timeAt Blue Chip Talent, we're seeking a skilled Automotive Service Specialist to join our team. This role is critical in delivering exceptional customer service and ensuring smooth operations at our service locations.You'll be responsible for performing vehicle diagnostics, repairs, pre-delivery inspections, and supporting both internal and external service...
-
Desktop Support Manager
2 weeks ago
El Segundo, California, United States Virtual Service Operations Full timeOpportunity:Virtual Service Operations is seeking a Desktop Support Manager to join our team in a client-facing role.This position involves managing a team of support engineers and ensuring timely and efficient completion of client desktop support tasks, including software break fix support, image loads, asset recovery, asset tagging, and printer support.The...
-
Customer Service Logistics
3 weeks ago
El Segundo, United States Morrison Express Full timeRole & Responsibilities: Support client onboarding for all products (air, ocean, imports, exports, customs brokerage). Coordinate with operations team to establish SOPs and make them operational through systems, people training and coordination with sales Interact with sales team account owners on daily basis, supporting all customer service inquiries...
-
Customer Service Logistics
3 weeks ago
El Segundo, United States Morrison Express Full timeRole & Responsibilities:Support client onboarding for all products (air, ocean, imports, exports, customs brokerage).Coordinate with operations team to establish SOPs and make them operational through systems, people training and coordination with salesInteract with sales team account owners on daily basis, supporting all customer service inquiries direct...
-
Customer Service Logistics
3 weeks ago
El Segundo, United States Morrison Express Full timeRole & Responsibilities:Support client onboarding for all products (air, ocean, imports, exports, customs brokerage).Coordinate with operations team to establish SOPs and make them operational through systems, people training and coordination with salesInteract with sales team account owners on daily basis, supporting all customer service inquiries direct...
