Service Officer

2 weeks ago


Denver, Colorado, United States Cetera Financial Group Full time
Job Title: Service Officer

Cetera Financial Group is seeking a highly skilled Service Officer to join our team. As a Service Officer, you will play a critical role in delivering exceptional service and support to our financial professionals and their staff.

Key Responsibilities:
  • Serve as a primary point of escalation for Regional Directors and Advisors, providing timely and effective resolution to complex issues.
  • Assist with day-to-day operations to drive efficiency, satisfaction, and engagement, specializing in operational, compliance, and supervision escalations.
  • Collaborate with various departments to coordinate information and resolve issues, ensuring seamless communication and service delivery.
  • Proactively identify synergies and promote a One Cetera Culture, driving advisor adoption of Cetera services, tools, and technology.
  • Provide exceptional customer service, building strong relationships with financial professionals and their staff, and finding joy in delivering outstanding service.
Requirements:
  • Bachelor's degree or equivalent experience required.
  • 3-5 years or more experience in the financial services industry, with an emphasis on customer service.
  • Series 99 (or ability to obtain).
  • Superior written and verbal communication skills.
  • Proven problem-solving and quality decision-making skills.
  • Energetic and able to prioritize and handle multiple tasks and deadlines simultaneously.
  • Exceptional ability to follow instructions with minimal supervision.
  • Strong command of all Microsoft Office applications.
  • Advanced Excel Knowledge (minimum formula/function look-up, V-lookup, text-join, and other essential skills strongly preferred).
What We Offer:

A competitive base annual salary range of $75,000 to $85,000, plus a performance-based bonus. Base annual salary may vary based on skill set, years and depth of experience, certifications, and location.


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