Client Services Representative

4 weeks ago

Endicott, United States Cetera Financial Group Full time
Job Description

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo).

What You Will Do:
  • Act as a liaison between the registered representatives and their clients.
  • Answer phones, schedule appointments, and prepare materials for client meetings.
  • 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 are met.
  • Organize client events and follow up tasks.
  • Maintain client records and retention management within corporate requirements.
  • Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews).
  • Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met.
  • Educate clients on account services, capabilities, and new technology.
  • Complete required corporate training on new technologies and follow implementation guidelines.
  • 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 Will Have:
  • High School Diploma or GED
  • Experience in an administrative or customer service role
  • Strong time management skills
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
What is Nice to Have:
  • Previous experience in assisting Registered Representatives/Financial Advisors
  • Financial services and/or banking background
  • Bachelor's degree in Finance, Business, Marketing, or Communications
  • Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
  • Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
  • Self-starter, productive, works well with a team and independently
  • Professional and positive attitude, friendly demeanor both in-person and by telephone
  • Trustworthy; uses discretion with confidential information
  • Listens well to instruction and consistently retains details
The base annual salary range for this role is $18 to $25 an hour. 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.

  • Client Service Representative

    2 weeks ago

    Endicott, New York, United States Domino's Pizza LLC Full time

    Join Our Team at Domino's Pizza LLC!We are currently seeking enthusiastic individuals to fill the role of Customer Service Representative. This position is ideal for those who enjoy working in a fast-paced environment and are passionate about delivering exceptional service.Key Responsibilities:1. Engage with customers to provide top-notch service and...

  • Customer Service Representative

    1 week ago

    Endicott, United States Cetera Financial Group Full time

    This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships,...

  • Customer Service Representative

    2 weeks ago

    Endicott, United States Cetera Financial Group Full time

    This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships,...

  • Customer Service Representative

    2 weeks ago

    Endicott, United States Cetera Financial Group Full time

    This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships,...

  • Customer Service Representative

    1 week ago

    Endicott, New York, United States Domino's Franchise Full time

    Job OpportunityWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Domino's Franchise.Key Responsibilities:Provide exceptional customer service to ensure customer satisfaction and loyalty.Respond to customer inquiries and resolve issues in a timely and professional manner.Work...

  • Customer Service Representative

    16 hours ago

    Endicott, New York, United States Domino's Pizza LLC Full time

    About Domino's Pizza LLCJob SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional customer service and support to our customers.Key ResponsibilitiesRespond to customer inquiries and resolve...

  • Financial Services Coordinator

    1 week ago

    Endicott, New York, United States Cetera Financial Group Full time

    About the RoleThis position supports Financial Advisors (Registered Representatives) in managing their day-to-day Investment practice while enhancing the customer service level and experience. The successful candidate will work directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions,...

  • Customer Service Representative

    4 months ago

    Endicott, United States Domino's Pizza LLC Full time

    Description Domino's Pizza is hiring immediately for Customer Service Representatives (Pizza Cook/Team Member) to join their team! Job type: Full time and Part time, Permanent Domino's Pizza Hiring Pizza Makers Immediate Opening's Apply In Person Hourly Rate Of $15.00 Paid Weekly Very Flexible Hours. Full & Part-Time. Work 1 Day A Week Or Up To 5 Day's. Our...

  • Client Relationship Specialist

    2 weeks ago

    Endicott, New York, United States NBT Bancorp Inc. Full time

    Compensation: $21.72The Client Relationship Specialist is tasked with delivering exceptional customer service and responsiveness while providing consultative support to ensure that both internal and external clients' needs are effectively addressed. This role involves the efficient and timely execution of moderate to complex transactions and services,...

  • Commercial Business Development Representative

    5 days ago

    Endicott, New York, United States SERVPRO of Broome County, Tompkins & Tioga Counties Full time

    Job Description**Job Summary**We are seeking a highly motivated and experienced Commercial Business Development Representative to join our team at SERVPRO of Broome County, Tompkins & Tioga Counties. As a key member of our sales team, you will be responsible for promoting and selling our commercial services in assigned territories, resulting in meeting or...

  • Client Relations Associate

    2 weeks ago

    Endicott, New York, United States National Financial Partners Full time

    About Us:National Financial Partners (NFP) is recognized as a premier workplace, having received multiple accolades for our commitment to fostering a diverse and inclusive environment. We pride ourselves on being a team of consultative advisors dedicated to assisting organizations and individuals in navigating their most pressing challenges related to risk...

  • Commercial Business Development Representative

    2 weeks ago

    Endicott, United States SERVPRO of Broome County, Tompkins & Tioga Counties Full time $40,000

    Job DescriptionJob DescriptionPosition SummaryPromote and sell SERVPRO commercial services in assigned territory, which results in meeting or exceeding assigned sales goals. Grow and develop commercial customer base by utilizing a systematic business development process to identify new commercial prospects and cultivate relationships. A Commercial Large Loss...

  • Commercial Business Development Representative

    7 days ago

    Endicott, United States SERVPRO of Broome County, Tompkins & Tioga Counties Full time

    Job DescriptionJob DescriptionPosition SummaryPromote and sell SERVPRO commercial services in assigned territory, which results in meeting or exceeding assigned sales goals. Grow and develop commercial customer base by utilizing a systematic business development process to identify new commercial prospects and cultivate relationships. A Commercial Large Loss...

  • Business Development Representative

    5 days ago

    Endicott, New York, United States Waterco of the Central States, Inc. Full time

    Job OverviewWe are seeking a highly motivated and results-driven Business Development Representative to join our team at Waterco of the Central States, Inc. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities in the commercial sector.Key ResponsibilitiesProspecting and Lead Generation: Utilize...

  • Customer Service Representative

    7 days ago

    Endicott, New York, United States Domino's Franchise Full time

    Job Opportunity at Domino's FranchiseAbout the Role:We are seeking a reliable and customer-focused individual to join our team as a Delivery Driver. As a key member of our delivery team, you will be responsible for ensuring timely and efficient delivery of our products to customers.Key Responsibilities:Deliver pizzas and other menu items to customers in a...

  • Customer Service Representative

    5 days ago

    Endicott, New York, United States Domino's Franchise Full time

    Job Opportunity at Domino's FranchiseWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our customers.Key Responsibilities:Respond to customer inquiries...

  • Retail Sales Representative

    5 days ago

    Endicott, New York, United States Wireless Vision Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Retail Sales Representative to join our team at Wireless Vision. As a key member of our sales team, you will be responsible for providing exceptional customer service, meeting sales targets, and promoting the T-Mobile brand.Key ResponsibilitiesProvide outstanding customer service to...

  • Retail Sales Representative

    5 days ago

    Endicott, New York, United States Wireless Vision Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Retail Sales Representative to join our team at Wireless Vision. As a key member of our sales team, you will be responsible for providing exceptional customer service, meeting sales targets, and promoting the T-Mobile brand.Key ResponsibilitiesCustomer Service: Provide top-notch customer...

  • Financial Services Coordinator

    1 week ago

    Endicott, New York, United States Cetera Financial Group Full time

    Job Title: Investment Practice AssistantThis role supports Financial Advisors in running their day-to-day Investment practice, enhancing customer service levels, and experiences. The Investment Practice Assistant works directly with Financial Advisors to prepare and process client paperwork, perform client financial transactions, maintain client...

  • Aftermarket Product Support Representative

    1 month ago

    Endicott, New York, United States BAE Systems Full time

    Job Description The Customer Service Org (Aftermarket Team) in Endicott NY is looking to add a Customer Service Representative to support our MAS and GIS product lines. The Aftermarket Team is dedicated to providing top tier support to our customers throughout the repair cycle. The Customer Service Representative (CSR) is the main interface with our...