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Service Expert
2 months ago
About the Role:
Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
Key Responsibilities:
- Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey.
- Developing and maintaining strong relationships with advisors, their teams, and clients to drive business growth and client satisfaction.
- Collaborating with cross-functional teams to deliver exceptional client experiences and drive business results.
What We Offer:
As a member of the Cetera Financial Group team, you will have the opportunity to work with a dynamic and growing organization that is dedicated to helping advisors and their clients achieve their financial goals.
