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Financial Support Specialist
1 week ago
Cetera Financial Group, Inc. 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. As a Senior Client Services Representative, you will play a vital role in supporting our financial professionals in delivering exceptional client service and achieving business goals.
Your primary responsibilities will include acting as a liaison between registered representatives and their clients, answering phones, scheduling appointments, preparing materials for client meetings, and aiding registered representatives in preparing client illustrations, graphs, charts, and reports. You will also be responsible for preparing and completing client paperwork, following up on tasks, and maintaining an organized filing system in accordance with compliance guidelines.
We are seeking an individual who is detail-oriented, organized, and able to multitask in a dynamic work environment. If you have experience in the financial services industry, hold relevant licenses, and possess excellent communication skills, we encourage you to apply.