Insurance and Investment Support Specialist

2 days ago


El Segundo, California, United States Cetera Financial Group Full time
Job Description

We are seeking a Client Services Representative who will cultivate meaningful connections with advisors, their teams, and clients to foster continuing relationships.

Key responsibilities include establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution.

  • Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
  • Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution.
  • Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
  • Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
  • Efficiently utilizing our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.


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