What are the responsibilities and job description for the Account Services Coordinator position at Cetera Financial Group?
We are seeking a detail-oriented Account Services Coordinator to join our team at Cetera Financial Group.
In this role, you will be responsible for providing exceptional customer service to our clients, focusing on Individual Retirement Plans (IRAs). The successful candidate will possess excellent organizational skills and the ability to work effectively within a team.
Your key responsibilities will include:
- Managing client inquiries and resolving issues in a timely and professional manner;
- Providing expert support on IRA-related matters;
- Assisting clients with navigating various systems associated with the Broker/Dealer;
- Collaborating with the team to achieve shared goals;
- Participating in ongoing professional development to enhance your skills and knowledge.
To succeed in this role, you will need:
- 1 year of experience in customer-facing roles;
- Strong proficiency in Microsoft Office tools;
- A High School diploma or equivalent.
