What are the responsibilities and job description for the Service Professional position at Cetera Financial Group, Inc.?
Job Description
Cetera is currently seeking a Service Professional for our CFG Resource Center team. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.
This is a hybrid 2-3 days weekly in the office. Candidates must be near an office hub : El Segundo, CA | San Diego, CA | Dallas, TX | Des Moines, IA | St Cloud, MN | St Paul, MN | Schaumburg, IL.
Core Responsibilities :
- 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.
- Provide in-person / virtual training to clients and advisors, as well as provide training to peers as necessary.
- Other duties as assigned.
Required Knowledge, Skills, and Abilities :
Desired Knowledge, Skills, and Abilities :
Minimum Required Education & Experience :
Travel Requirements : No Travel Required
Compensation :
The base annual salary range for this role is $49,000 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
About Us
What we give you in return :
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including :
About Cetera Financial Group :
Cetera Financial Group® ("Cetera") 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. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is 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 the 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.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Salary : $49,000 - $52,000
