Client Services Representative

3 months ago

Lexington, 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
#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.

  • Client Service Rep

    1 month ago

    Lexington, United States Met Company Full time

    DescriptionProvide high quality case management services for agency clients. Implement and monitor workforce investment activities and other appropriate programming within area. Communicate clearly and effectively with supervisor and MET's administrative office. As directed, or otherwise authorized in writing by MET, represent the agency within the local...

  • Client Service Rep

    1 month ago

    Lexington, United States Met Company Full time

    Description Provide high quality case management services for agency clients. Implement and monitor workforce investment activities and other appropriate programming within area. Communicate clearly and effectively with supervisor and MET's administrative office. As directed, or otherwise authorized in writing by MET, represent the agency within the local...

  • Client Service Rep

    3 weeks ago

    Lexington, United States Met Company Full time

    Description Provide high quality case management services for agency clients. Implement and monitor workforce investment activities and other appropriate programming within area. Communicate clearly and effectively with supervisor and MET's administrative office. As directed, or otherwise authorized in writing by MET, represent the agency within the local...

  • Client Service Rep

    4 weeks ago

    Lexington, United States Met Company Full time

    Description Provide high quality case management services for agency clients. Implement and monitor workforce investment activities and other appropriate programming within area. Communicate clearly and effectively with supervisor and MET's administrative office. As directed, or otherwise authorized in writing by MET, represent the agency within the local...

  • Field Service Representative

    2 months ago

    Lexington, United States De Lacy Executive Recruitment North America Full time

    Our client is looking to hire a Field Service Representative for North Carolina, South Carolina, NE Georgia & Eastern Tennessee.Do you have the following skills, experience and drive to succeed in this role Find out below.The Field Service Representative supports dealers in an assigned region in preventing and solving after sale service issues for...

  • Financial Services Representative

    4 weeks ago

    Lexington, Kentucky, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Services RepresentativeWe are seeking a highly motivated and analytical individual to join our team at Prudential Financial. As a Financial Services Representative, you will play a key role in helping clients achieve their financial goals. Your typical day may include:Developing relationships with clients and gathering...

  • Client Services Representative

    4 weeks ago

    Lexington, Kentucky, United States Molina Healthcare Full time

    This remote job position offers a unique opportunity to work with Molina Healthcare, providing exceptional customer support and service to our members and providers.Key responsibilities include:Providing product and service information, identifying opportunities to improve member and provider experiences.Training, coaching, and managing team performance to...

  • Financial Services Representative

    3 weeks ago

    Lexington, Kentucky, United States City National Bank of West Virginia Full time

    Job SummaryAt City National Bank of West Virginia, we are seeking a highly skilled Financial Services Representative to join our team. As a key member of our banking team, you will be responsible for providing exceptional customer service, promoting and selling our products and services, and building strong relationships with our clients.Key...

  • Premier Client Advisor

    7 days ago

    lexington, United States USI Insurance Services Full time

    General Description: Responsible for servicing and managing client accounts and the retention of assigned Tier 1 Premier clients. Activities include, but not limited to renewal marketing, handling client questions and requests, and annual client coverage review. Required to perform essential functions and meet service standards and Best Practices developed...

  • Retail Sales Representative

    4 weeks ago

    Lexington, Kentucky, United States SAS Retail Services Full time

    SAS Retail Services is seeking a skilled Sales Representative to join their team. As a key member of the sales team, you will be responsible for developing and growing sales volume in your assigned territory through effective fact-based selling and relationship building. Key responsibilities include:Key Responsibilities:Develop and grow sales volume in your...

  • Retail Sales Representative

    2 months ago

    Lexington, United States SAS Retail Services Full time

    SAS Retail Services - JobID: PDX_ASI_B1B8A3F9-C9FB-4673-8C1F-05F7A3B8D58E [Sales Associate / Team Member] As a Retail Sales Representative at SAS Retail Services, you'll: Develop and grow sales volume in your assigned territory through effective fact-based selling and relationship building; Effectively gain front end and main aisle presence of client brands;...

  • Customer Service Representative

    3 weeks ago

    Lexington, United States MAU Workforce Solutions Full time

    Start your new career as a Customer Service Representative at our client's shipping team in Lexington, SC. As a Customer Service Representative, you will manage essential data input tasks, ensure data accuracy, maintain inventory databases, schedule shipments with external customers, and perform daily administrative tasks. This role requires a team player...

  • Customer Service Representative

    4 weeks ago

    Lexington, Kentucky, United States Mr Appliance Full time

    Job 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 support team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesReceive and respond to customer inquiries in a professional and courteous...

  • Financial Services Representative

    4 weeks ago

    Lexington, South Carolina, United States PFS - Frisco, TX Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative.This is an excellent opportunity for someone who is looking to start a career in the financial services industry and is willing to learn and grow with our company.The ideal candidate will possess excellent communication and...

  • Client Service Coordinator

    1 month ago

    Lexington, United States Banfield Full time

    The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and efficient manner,...

  • Customer Service Representative

    3 weeks ago

    Lexington, Kentucky, United States Adam McDonald - State Farm Agent Full time

    Job OverviewAs a Customer Service Representative at Adam McDonald - State Farm Agent, you will play a vital role in delivering exceptional client experiences that drive the growth of our successful insurance agency. Your attention to detail, customer service skills, and passion for helping others make you an ideal fit. You will enhance your career while...

  • Customer Service Representative

    3 weeks ago

    Lexington, KY , USA, United States Met Company Full time

    Job SummaryAt Met Company, we are seeking a skilled Customer Service Representative to provide high-quality case management services for our agency clients. The ideal candidate will have excellent communication skills and be able to implement and monitor workforce investment activities within the area.Key Responsibilities• Provide case management services...

  • Customer Service Representative

    3 weeks ago

    Lexington, Kentucky, United States Buffalo Wild Wings Full time

    Work in a fast-paced environment as a Customer Service Representative at Buffalo Wild Wings South Broadway. You'll be responsible for managing takeout orders, assisting guests with their payments, and making a great first impression on every guest who walks through the door. This role is perfect for individuals who are passionate about delivering exceptional...

  • Service Client Care Specialist

    3 weeks ago

    Lexington, United States Jim Hudson Automotive Group Full time

    Jim Hudson Automotive Group has been family owned and operated, and serving Columbia, since 1980. Mr. Hudson's top priority is, and will always be, customer satisfaction!! Customer satisfaction is the "goal" of every department at the dealership. If you feel you can add value to our dealership and have great customer service skills, apply today! We believe...

  • Customer Service Representative

    4 weeks ago

    Lexington, Kentucky, United States Envoy Air Inc. Full time

    Overview: Envoy Air Inc., a wholly owned subsidiary of American Airlines Group, provides regional flight service to American Airlines under the American Eagle brand and ground handling services for many American Airlines Group flights. We are seeking a Customer Service Representative to join our team at LEX. As a Customer Service Representative, you will be...