Financial Services Support Specialist
6 days ago
This part-time Financial Services Support Specialist position plays a vital role in enhancing customer service levels and experiences for Financial Advisors. As an integral member of our team, you will work closely with Registered Representatives to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies.
Key Responsibilities- Liaise between Registered Representatives and their clients to ensure seamless communication.
- Answer phones, schedule appointments, and prepare materials for client meetings.
- Aid Registered Representatives in preparing client illustrations, graphs, charts, reports, etc. for presentations and appointments.
- Prepare and complete client paperwork and follow-up tasks to support Registered Representatives.
- Communicate with clients on the phone, via virtual visits, and in person to meet their service level needs.
- 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 timely service delivery.
- 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
Cetera Financial Group is committed to providing a competitive salary and benefits package, including health, dental, vision, and life insurance plans, paid time off, 401(k) savings plan, and more. We believe in supporting our employees' careers and well-being, offering opportunities for growth and development.
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