Client Service Representative
5 days ago
This role supports Financial Advisors in managing their day-to-day Investment practice, enhancing customer service levels, and experience.
The Client Service Representative works directly 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.
Responsibilities include answering phones, scheduling appointments, and preparing materials for client meetings. The representative also aids Registered Representatives in preparing client illustrations, graphs, charts, reports, and completes client paperwork and follow-up tasks.
The Client Service Representative spends time with clients on the phone, via virtual visits, and in person to ensure client service level needs are met. They maintain client records and retention management within corporate requirements, conduct proactive outreach to clients and Registered Representatives, and educate clients on account services, capabilities, and new technology.
This is a part-time role working approximately 20-25 hours/week hybrid with the potential to turn into a full-time position. The ideal candidate has experience in an administrative or customer service role, is proficient in Microsoft Office tools, and has a background in financial services and/or banking.
The Cetera Financial Group offers a competitive salary and a benefits package including inclusive health, dental, vision, and life insurance plans, 20+ days of paid time off, paid holidays, and a 401(k) Savings plan with a generous company contribution.
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.
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Client Services Representative
5 days ago
Canonsburg, Pennsylvania, United States Cetera Financial Group Full timeJob DescriptionThis role supports Financial Advisors (Registered Representatives) in their day-to-day Investment practice, enhancing customer service levels and experiences. The Client Services Representative works directly with Registered Representatives to prepare and process client paperwork, perform client financial transactions, maintain client...
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Client Services Representative
2 weeks ago
Canonsburg, Pennsylvania, United States Cetera Financial Group Full timeAbout the RoleThis is a part-time Client Services Representative position working approximately 20-25 hours/week in a hybrid environment with the potential to turn into a full-time position. The ideal candidate will support Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service...
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