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Client Services Representative

2 months ago

Saint Cloud, Minnesota, United States Cetera Financial Group Full time
About the Role

We are seeking a highly skilled and detail-oriented Client Services Representative to join our team at Cetera Financial Group. As a key member of our team, you will play a critical role in supporting our Financial Advisors with their day-to-day operations, enhancing the customer service level, and experience.

Key Responsibilities
  • Act as a liaison between Financial Advisors and their clients, providing exceptional customer service and support.
  • Answer phone calls, schedule appointments, and prepare materials for client meetings.
  • Aid Financial Advisors in preparing client illustrations, graphs, charts, reports, and other materials for presentations and appointments.
  • Prepare and complete client paperwork and follow-up tasks to support Financial Advisors.
  • Communicate with clients and Financial Advisors to ensure timely service delivery and meet client service level needs.
  • Maintain client records and retention management within corporate requirements.
  • Conduct proactive outreach to clients and Financial Advisors on time-sensitive activities, such as RMDs and client reviews.
  • Assume ownership of inquiries and requests, communicating with internal Cetera departments to ensure timely service delivery.
  • Educate clients on account services, capabilities, and new technology.
  • Complete required corporate training on new technologies and follow implementation guidelines.
  • Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail, while following Cetera standards in a timely manner.
  • Work with Financial Advisors through weekly meetings to help maintain their Business Plan process, tasks, marketing, and client communication expectations and follow-up processes.
Requirements
  • High School Diploma or GED
  • Experience in an administrative or customer service role
  • Strong time management skills
  • Excellent written and verbal communication skills
  • Proficient in Microsoft Office tools (Word, Excel, and PowerPoint) and ability to learn new programs
Preferred Qualifications
  • Previous experience in assisting Financial Advisors/Registered Representatives
  • Financial services and/or banking background
  • Bachelor's degree in Finance, Business, Marketing, or Communications
  • Attention to detail, excellent organization skills, ability to multi-task, and produce timely results in a fast-paced work environment
  • Able to manage own workflow and priorities, and accommodate unexpected requests or needs from Financial Advisors
  • Self-starter, productive, works well with a team and independently
  • Professional and positive attitude, friendly demeanor both in-person and by telephone
  • Trustworthy; uses discretion with confidential information
  • Listens well to instruction and consistently retains details
About Cetera Financial Group

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. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.