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Client Service Representative
2 months ago
This position supports Financial Professionals in managing their day-to-day Investment practice, enhancing customer service levels, and experiences. The role may cover up to 3 Financial Professionals and does not involve sales, maintaining a book of business, or offering financial recommendations to clients.
Key Responsibilities- Act as a liaison between registered representatives and their clients, adhering to FINRA guidelines and licensing requirements.
- Aid registered representatives in preparing client illustrations, graphs, charts, reports, and other materials for presentations and appointments.
- Prepare and complete client paperwork, as well as follow-up tasks to support registered representatives.
- Engage with clients via phone, virtual visits, and in-person meetings to ensure client service level needs are met.
- Set client financial review visits based on client service level agreements and prepare follow-up meetings as needed.
- Organize client events and follow-up tasks.
- Maintain an organized filing system, adhering to compliance guidelines, and support registered representatives in meeting client and prospect needs.
- Manage the Advisor Calendar, Client Segmentation/Service Level Agreement, and follow-up processes, as well as maintain compliance guidelines and client communication notes.
- Utilize e-signature tools and be proficient with Portfolio Access.
- Apply the Annuity Search Tool, RightBridge, DP Maintenance, and daily paperwork maintenance to deepen the book of business based on client needs, opportunities, and a clean paperwork flow.
- Maintain compliance guidelines, client communication notes, and Cetera standards in a timely manner.
- Collaborate with Advisors through weekly meetings to maintain Advisors Business Plan processes, tasks, marketing, and client communication expectations.
- High School diploma or equivalent
- Some college preferred
- Strong verbal communication skills with a client service focus
- Strong organizational skills
- Ability to meet deadlines
- Proficient with technology, with the ability to learn (Microsoft Office, including Word, Excel, and PowerPoint)
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.
Cetera Financial Group refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, and Summit Brokerage Services.
Please note that Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources. Unsolicited resumes will be ineligible for referral fees.
Salary Range (hourly): $29.18
