Specialty Operations Professional 2

4 weeks ago

Des Moines, United States Cetera Financial Group Full time

Cetera Financial Group is currently seeking an Operations Associate for our company's office located in Des Moines, IA. This is a unique opportunity to join our team to provide operational support and world class customer service to our broker dealer clients. This will be a HYBRID role.

What we need:

Cetera Financial Group is currently seeking an Operations Associate for our company's office located in Des Moines, IA. This is a unique opportunity to join our team to provide operational support for our fee-based advisory platform and world-class customer service to our broker-dealer clients.

What you will do:

* Provide day-to-day operational support
* Learn about our business and develop expertise in Broker/Dealer operations, processing and service as a stepping stone for acquiring additional responsibilities
* Process daily transitions while meeting process requirements, SLAs and achieving quality metrics
* Collaborate with other team members to ensure advisors experience consistent, high-quality customer service
* Assist with coaching and training new employees
* Proactively work to identify and resolve potential problems with respect to operational issues
* Respond to inquiries from internal as well as external customers via email, fax, and phone in a timely fashion
* Process daily work associated with fee-based paperwork
* Perform detailed research as requested on customer accounts and respond on time
* Comply with processes and procedures of the team and regulatory requirements
* Other duties as assigned

What you need to have:

* High School Diploma or GED
* 1+ years of experience working in client service
* 1+ years of experience working with Microsoft Office programs
* Detailed oriented

#LI-Hybrid

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