Service Professional

1 week 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 to our advisors, their teams, and clients.

Key Responsibilities
  • Cultivate meaningful connections 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, spanning from assisting with new account setup to managing transactions and servicing requirements.
  • Empower advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
  • Utilize our advanced CRM tool to meticulously 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; e.g., Series 7, 24, 65, 99, etc.
Compensation and Benefits

The base annual salary range for this role is $49,000 to $52,000, plus a competitive performance-based bonus. Our comprehensive benefits package includes inclusive health, dental, vision, and life insurance plans, mental health benefits, 20+ days of paid time off, paid holidays, 1 paid wellness day, 1 day of paid volunteer time off, 401(k) Savings plan with a generous company contribution, paid parental leave, Health Savings and Flexible Spending Account options, and more.

About Cetera Financial Group

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, and we recognize that there's a whole lot more to life than just work. We offer a competitive salary, comprehensive benefits package, and a supportive work environment that allows our employees to thrive and make a positive impact.


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