Senior Service Professional

1 month ago

dallas, United States Cetera Financial Group Full time

Cetera is currently seeking a Senior Service Professional.This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.


This is a hybrid role, 2-3 days a week in office.


What you will do:

  • Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
  • Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
  • Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
  • Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
  • Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
  • Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training to peers on complex topics as necessary.
  • Able to assist with complex cases and escalations from Service Professionals
  • Other duties as assigned.


What you need to have:

  • High School diploma or equivalent
  • 2+ years of Banking/Financial experience
  • Call Center experience
  • Strong communication and organizational skills
  • Detail-oriented with an analytical mindset
  • Skilled multitasker, adaptable in fast-paced environments
  • Courteous, empathetic, and a superior listener
  • Positive role model and team player
  • Energetic, results-driven, and passionate about exceptional customer service
  • Experience in processing financial transactions (journals, distributions, check requests
  • No Travel Required


What is nice to have:

  • Demonstrated experience delivering excellent problem-resolution, organizational, and follow-up skills
  • Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet
  • Licensing (SIE or other FINRA Licensing)


Compensation:

The base annual salary range for this role is $50,000 to $60,000 plus a competitive performance-based bonus. 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.



About Us


What we give you in return:

Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:


  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.


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 an independent financial advisor network and 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, and First Allied Securities.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.


Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.


Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

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