Service Professional

Found in: Talent US C2 - 2 weeks ago

Des Moines, United States Cetera Full time

Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected.

We're looking for individuals who thrive on challenges, show initiative, and are committed to making a positive impact. If you possess these qualities and are eager to join a team dedicated to excellence, we believe you'll thrive in our organization. We’re currently seeking a Service Professional to join our team in one of our office locations, as this is a hybrid role. Our office locations: El Segundo and San Deigo, CA; Denver, CO; Des Moines, IA; Schaumburg, IL; Atlanta, GA, Enfield, St Cloud and St Paul, MN. 

What you will do:

• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.

• Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution

• Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.

• Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.

• Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.

What you need to have: 

Minimum 1 year experience working in a call center environment  Minimum 1 year experience working in a financial institution/industry. Skilled in both written and verbal communication, proficient at effectively engaging with diverse audiences in a polite, professional, and influential manner. Embraces flexibility and adapts seamlessly to change in a dynamic and fast-paced environment, thriving on new challenges and opportunities.

What is nice to have: 

• Proficiency in utilizing industry-leading tools like Salesforce, Envestnet, NetX360, Docupace,
RedTail, and others. 

• Have previous broker-dealer experience

• Possess a current License; ex: Series 7, 24, 65, 99, etc.

Compensation: 

The base annual salary range for this role is $42,000 to $52,000 plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

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