Client Support Specialist III

4 days ago

Rapid City, South Dakota, United States Avantax Planning Partners Full time
About Us

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.

We are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business.

  • Main Responsibilities:
  • Prepare and review new account paperwork in an accurate and timely manner.
  • Organize and prepare client review materials, meeting agendas, weekly meeting updates, etc.
  • Serve as a liaison between internal departments to resolve outstanding issues for FPCs, Certified Public Accountants (CPAs), and clients.
  • Assist FPCs with ongoing CPA, client, and prospect communication (e.g., the status of new and existing accounts, birthday reminders, cards, and letters).
  • Update and maintain the Client Relationship Management (CRM) database (e.g., data entry, service requests, communication records).
  • Process client requests regarding new contributions and distribution of funds.
  • Communicate regularly with clients through phone and email to provide expedient and accurate information to FPCs and CPAs.
What You Will Have:
  • High school diploma or equivalent required.
  • Associate degree (A.A.), two-year technical, or bachelor's degree preferred.
  • A combination of experience and education will be considered in lieu of a degree.
  • 2-5 years of related Financial Services Industry or administrative services/training experience is preferred.
  • Experience with CRM applications such as Salesforce is preferred.
  • Experience with Microsoft program suite, including Word, Excel, and PowerPoint.
  • Previous experience supporting Financial Professionals is preferred.
  • Previous experience in a customer/client-facing role is strongly preferred.

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