Service Officer

7 days ago


Denver, Colorado, United States Cetera Financial Group Full time

About the Role:

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 an outstanding service and support experience to our financial professionals and their staff.

Key Responsibilities:

  • Serve as a primary point of escalation for Regional Directors and Advisors
  • Assist with day-to-day efficiencies to drive efficiency, satisfaction, and issue resolution
  • Lead coordination of escalations related to complex issues involving multiple departments
  • Support aligning internal resources, coaching, training, and direct support to address productivity gaps
  • Proactively provide service and operations insights to Advisor offices and their staff
  • Responsible for logging and creating a ticket for all issues from Advisors or the Relationship Support Specialist

Requirements:

  • Bachelor's degree or equivalent experience
  • 3-5 years of experience in the financial services industry, with an emphasis on customer service
  • Superior written and verbal communication skills
  • Proven problem-solving and quality decision-making skills
  • Energetic and able to lead and energize peers by example

What We Offer:

The base annual salary range for this role is $75,000 to $85,000, plus a competitive performance-based bonus.


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