Customer Service Representative

3 weeks ago


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

Cetera Financial Group is seeking a Service Professional to provide exceptional customer service to our clients.

Key Responsibilities:

  • Handle complex and escalated issues from financial professionals and customers.
  • Provide support to clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, and direct business.
  • Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
  • Utilize the CRM tool to accurately record each call.
  • Work independently to assist callers without requiring outside assistance.

Requirements:

  • 1+ year of previous call center experience.
  • 1+ year of proficiency with Microsoft Office tools.
  • High School diploma or GED.
  • Demonstrated experience delivering excellent problem resolution, organizational, and follow-up skills.
  • Success driven personality.

Preferred Qualifications:

  • Demonstrated experience delivering excellent problem resolution, organizational, and follow-up skills.
  • Top-notch communication and interpersonal skills.
  • Keen eye for detail.
  • Highly responsive to coaching and training.
  • Able to work well independently as well as collaborating with team members and other peers/leaders.
  • Show an understanding of the Financial Services Industry and our role in it.
  • Banking experience.
  • College degree or equivalent experience.

#LI-Hybrid



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