Customer Service Liaison
2 weeks ago
We are seeking a highly skilled and detail-oriented Customer Service Representative to join our team at Cetera Financial Group. As a key member of our support team, you will play a critical role in enhancing the customer service level and experience for our Financial Advisors (Registered Representatives).
Key Responsibilities:
- Act as a liaison between Registered Representatives and their clients, providing exceptional customer service and support.
- Answer phones, schedule appointments, and prepare materials for client meetings, ensuring seamless communication and coordination.
- Aid Registered Representatives in preparing client illustrations, graphs, charts, reports, and other materials for presentations and appointments.
- Prepare and complete client paperwork, following up on tasks to support Registered Representatives.
- Engage with clients via phone, virtual visits, and in-person meetings to ensure their service level needs are met.
- Organize client events and follow-up tasks, maintaining client records and retention management within corporate requirements.
- Conduct proactive outreach to clients and Registered Representatives on time-sensitive activities, such as RMDs and client reviews.
- Assume ownership of inquiries and requests, communicating with internal Cetera departments to ensure timely service delivery.
- Educate clients on account services, capabilities, and new technology, promoting a positive and informed experience.
- Complete required corporate training on new technologies and follow implementation guidelines, staying up-to-date on industry developments.
- Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail, adhering to Cetera standards.
- Collaborate with Advisors through weekly meetings to maintain Business Plan processes, tasks, marketing, and client communication expectations.
Requirements:
- 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
Nice to Have:
- Previous experience in assisting Registered Representatives/Financial Advisors
- Financial services and/or banking background
- Bachelor's degree in Finance, Business, Marketing, or Communications
- Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
- Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
- Self-starter, productive, works well with a team and independently
- Professional and positive attitude, friendly demeanor both in-person and by telephone
- Trustworthy; uses discretion with confidential information
- Listens well to instruction and consistently retains details
Compensation:
The base annual salary range for this role is $40,000 to $45,000, depending on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location.
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