Operations Associate

1 month ago


Saint Cloud, Minnesota, United States Cetera Full time
Operations Associate

Cetera Financial Group is seeking an Operations Associate for our Account Transfers Department in St. Cloud, MN. This role provides operational support and customer service to our broker dealer clients.

Key Responsibilities:
  • Develop expertise in BD operations, processing, and service.
  • Partner with management to achieve key metrics and ensure process requirements are met.
  • Process daily transitions while meeting quality metrics and SLAs.
  • Provide high-quality customer service to financial professionals and clients.
  • Identify and resolve operational issues proactively.
  • Respond to inquiries from internal and external customers in a timely fashion.
  • Build relationships across multiple functions and act as a liaison between customers, financial professionals, and institutions.
  • Perform detailed research on customer accounts and respond promptly.
  • Provide phone support for the department.
  • Comply with team processes and regulatory requirements.
Requirements:
  • High School Diploma
  • 1+ years of operations/office experience
  • 1+ years of financial experience preferred
  • Project experience helpful

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