IRA Service Professional

2 months ago

St Cloud, United States Cetera Financial Group Full time
Job Description

Cetera is a leading financial advice firm. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and empower our financial professionals, their clients, and our employees to do more so they can be more. This is a unique opportunity to join our team to provide customer service to our clients. You'll be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world's most referable platform. We are currently seeking a Service Professional for our IRA team to add to our team in St. Cloud, MN or St Paul, MN.

What you will do:
  • Complete training on the rules and regulations of Individual Retirement Plans (IRA).
  • Provide support to our clients related to Individual Retirement Plans.
  • Handle complex and escalated issues from representatives and customers.
  • Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
  • Work independently within the team to assist callers without requiring outside assistance.
  • Participate in special projects as assigned.
  • Provide training support on department processes and system navigation.
What you need to have:
  • 1+ years of previous customer service-related work
  • 1+ years of proficiency with Microsoft Office tools.
  • Must have a High School diploma or GED
#LI-Onsite

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.

  • Service Professional

    2 weeks ago

    St Cloud, United States Cetera Financial Group Full time

    Complete training on the rules and regulations of Individual Retirement Plans (IRA). Provide support to our clients related to Individual Retirement Plans. Handle complex and escalated issues from representatives and customers. Provide support to our Professional, Service, Retail

  • Service Professional

    2 weeks ago

    St Cloud, United States Cetera Financial Group Full time

    Job Description Cetera is a leading financial advice firm. Comprehensive services include wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research. We believe in the power of more. Everything we do is designed to support and...

  • Behavioral Health Professional

    2 months ago

    St Cloud, United States Lutheran Social Service of MN Full time

    Description Lutheran Social Service of Minnesota is a dynamic social service organization serving children, youth and families, people with disabilities, older adults, and military veterans. Trustworthiness is a value and strength shared by our employees and valued by the communities we serve. We offer an ALIVE Workplace (Supportive, Positive, and Fun) and...

  • Financial Services Professional

    3 months ago

    St Cloud, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: St. Cloud, MN, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Financial Services Professional

    1 month ago

    St Cloud, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: St. Cloud, MN, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you...

  • Operations Professional 1

    3 months ago

    St. Cloud, United States Cetera Full time

    Cetera Financial Group is currently seeking an Operations Associate for our Account Transfers Department located in St. Cloud, MN. This is a unique opportunity to join our team to provide operational support and world class customer service to our broker dealer clients. You will provide the clients and financial professionals of Cetera Investment Services...

  • Operations Professional 1

    1 month ago

    St. Cloud, United States Cetera Full time

    Cetera Financial Group is currently seeking a Operations Professional 1 for our company’s office located in Saint Cloud,MN. This is a unique opportunity to join our team to provide customer service to our clients.What you will do: Provide Operational, Customer Service and Administrative support for the various departments of Operations Responsible for...

  • Direct Support Professional

    3 weeks ago

    St. Cloud, United States Sevita Full time

    REM Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join...

  • Direct Support Professional

    3 months ago

    St. Cloud, United States Sevita Full time

    REM Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join...

  • Direct Support Professional

    3 months ago

    St. Cloud, United States Sevita Full time

    REM Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join...

  • Operations Professional 1

    4 weeks ago

    St. Cloud, United States Cetera Full time

    Cetera Investments is currently seeking an Operations Associate for our Mutual Fund Operations in St. Cloud, MN. This is a unique opportunity to join our team and provide operational support and world-class customer service to our clients.What you will do:· Process the daily trade files from our trade vendors· Process any trade rejects, and notify...

  • Wealth Management Client Services Representative

    2 weeks ago

    St Charles, United States Vantage Credit Union Full time

    Job DetailsJob LocationAdmin Building - Saint Charles, MOPosition TypeFull TimeEducation LevelHigh SchoolSalary Range$18.00 - $22.00 HourlyTravel PercentageNoneJob ShiftDayJob CategoryFinanceDescriptionJOB FUNCTIONSHandle inbound calls from members, clients, branch staff, and investment companies, providing comprehensive support and assistance. Initiate...

  • Store Associate: Part-time

    2 days ago

    St Cloud, United States Salon Service Group Full time

    Job Title: Store Associate Department: Stores Reports to: Store Manager Status: Part-time (Non-exempt) Location: St. Cloud, MN Salon Service Group, founded over 32 years ago, is the nation's largest privately-owned professional beauty distributor. SSG proudly partners with the Professional Beauty Industry exclusively, through salons, spas and stylists. We...

  • Customer Service Representative

    2 weeks ago

    St George, United States Udy & Associates, Inc. Full time

    Benefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Training & development Paid time off Job Summary The Customer Service Representative provides excellent customer experience for potential and existing customers. Identifies opportunities to cross-sell and coordinates with sales specialists...

  • Wealth Management Client Services Representative

    2 weeks ago

    St Charles, United States Vantage Credit Union Full time

    Job DetailsJob Location Admin Building - Saint Charles, MO Position Type Full Time Education Level High School Salary Range $18.00 - $22.00 Hourly Travel Percentage None Job Shift Day Job Category Finance DescriptionJOB FUNCTIONSHandle inbound calls from members, clients, branch staff, and investment companies, providing comprehensive support and assistance....

  • Member Services Associate

    1 month ago

    St Cloud, United States ST CLOUD AREA FAMILY YMCA Full time

    Provide excellent customer service through the following: Exceed the expectations of the members through fast and knowledgeable service; Greet and become familiar with program participants and members by name; Recognize member departures with a friendly salutation ("have a good day" etc.); Review electronic notes in the YMCA software (DAXKO) and respond...

  • Customer Service Representative

    2 weeks ago

    St Cloud, United States ComForCare Home Care (Raleigh, NC) Full time

    Job Summary The Customer Service Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members, and guests. Essential Duties And Responsibilities Greets members, prospective members, and guests, providing exceptional customer service. Handles...

  • Member Services Associate

    1 month ago

    St Cloud, United States ST CLOUD AREA FAMILY YMCA Full time

    Provide excellent customer service through the following: Exceed the expectations of the members through fast and knowledgeable service; Greet and become familiar with program participants and members by name; Recognize member departures with a friendly salutation ("have a good day" etc.); Review electronic notes in the YMCA software (DAXKO) and respond...

  • Culinary Assistant

    13 hours ago

    Saint Cloud, Minnesota, United States Fairview Health Services Full time

    Job Summary: We are seeking a skilled Culinary Assistant to join our team at Fairview Health Services. As a Culinary Assistant, you will be responsible for providing exceptional food service to our residents, ensuring a clean and inviting dining area, and promoting positive resident relations.Key Responsibilities:Prepare and serve meals to residents,...

  • Field Service Technician

    3 weeks ago

    St. Cloud, United States Crown Equipment Corporation Full time

    Company Description: Crown Equipment Corporation, one of the world's largest lift truck manufacturers, offers local support on a global scale with more than 15 manufacturing facilities worldwide and more than 500 retail locations in over 80 countries. Our global sales and service network provides our customers with a local resource for a wide variety of...