What are the responsibilities and job description for the Client Support Specialist position at Cetera Financial Group?
Join our team as a Client Support Specialist, where you will play a vital role in assisting Financial Advisors to enhance their investment practice. Your primary focus will be on delivering exceptional customer service and ensuring a seamless experience for clients. This position allows you to work closely with Registered Representatives, handling client paperwork, transactions, and maintaining strong relationships. It serves as an excellent entry point for those looking to advance in the financial services industry while pursuing relevant licenses (Insurance, FINRA Series 7, & 66 or 63 / 65 combo). This is a part-time position, with the opportunity to transition to full-time.
What You Will Do :
- Act as the primary point of contact between registered representatives and their clients.
- Manage phone communications, schedule appointments, and prepare materials for client meetings.
- Assist registered representatives in creating client illustrations, graphs, charts, and reports for presentations.
- Prepare and complete client paperwork, ensuring all follow-up tasks are executed efficiently.
- Engage with clients through phone calls, virtual meetings, and in-person visits to address their service needs.
- Coordinate client events and manage post-event follow-up tasks.
- Maintain meticulous client records while adhering to corporate retention policies.
- Initiate proactive outreach for timely activities such as RMDs and client's quarterly / annual reviews.
- Take ownership of client inquiries, liaising with internal teams to meet service delivery expectations.
- Educate clients on available account services, capabilities, and emerging technologies.
- Complete mandatory corporate training on new technologies and adhere to implementation guidelines.
- Uphold compliance standards, ensuring accurate client communication notes within designated systems.
- Collaborate with Advisors during weekly meetings to refine business plans, marketing strategies, and follow-up processes.
What You Will Have :
What is Nice to Have :
The base annual salary for this role ranges from $20 to $23, complemented by a competitive performance-based bonus. Salary considerations include skill set, years of experience, certifications, and location. Note that salaries may vary significantly due to geographical differences and labor costs.
LI-ONSITE
Salary : $20 - $23
