Service Professional

1 month ago


El Segundo, California, United States Cetera Financial Group Full time
About the Role

We are seeking a highly motivated and empathetic Service Professional to join our team at Cetera Financial Group. As a key member of our resource center team, you will be responsible for delivering exceptional customer service and building meaningful connections with advisors, their teams, and clients.

Key Responsibilities
  • Cultivate strong relationships with advisors and clients to foster continuing relationships.
  • Establish yourself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey.
  • Address queries regarding brokerage operations, advisory accounts, and direct business, including assisting with new account setup and managing transactions and servicing requirements.
  • Empower advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
  • Efficiently utilize our advanced CRM tool to record and track service requests, ensuring prompt and accurate follow-up.
Requirements
  • Minimum 1 year experience working in a call center environment.
  • Minimum 1 year experience working in a financial institution/industry.
  • Skilled in both written and verbal communication, proficient at effectively engaging with diverse audiences in a polite, professional, and influential manner.
  • Embraces flexibility and adapts seamlessly to change in a dynamic and fast-paced environment, thriving on new challenges and opportunities.
Preferred Qualifications
  • Proficiency in utilizing industry-leading tools like Salesforce, Envestnet, NetX360, Docupace, RedTail, and others.
  • Previous broker-dealer experience.
  • Possession of a current License, such as Series 7, 24, 65, 99, etc.
Compensation

The base annual salary range for this role is $49,000 to $52,000, 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, licensing, and location.

About Us

Cetera Financial Group 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. We are committed to providing an equal employment opportunity for all applicants and employees.


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