Client Service Associate

2 weeks ago


New York, New York, United States Cetera Financial Group Full time
About the Role

We are seeking a highly skilled Client Services Representative to join our team. As a key member of our organization, you will provide exceptional support to Financial Advisors, enabling them to focus on delivering outstanding client experiences.

Key Responsibilities:
  • Act as a liaison between registered representatives and their clients, ensuring seamless communication and resolution of inquiries.
  • Manage client paperwork, financial transactions, and relationships, maintaining accurate records and meeting corporate requirements.
  • Collaborate with registered representatives to prepare materials for client meetings, presentations, and illustrations.
  • Schedule appointments, answer phones, and conduct proactive outreach to clients and registered representatives on time-sensitive activities.
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 & PowerPoint) and ability to learn new programs
Salary and Benefits:

The estimated annual salary range for this role is $45,000 - $52,000, depending on location and experience. Our comprehensive benefits package includes health, dental, vision, and life insurance, as well as 20+ days of paid time off, paid holidays, and access to mental health benefits.



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