What are the responsibilities and job description for the Customer Service Professional - IRA position at Cetera Financial Group?
Cetera Financial Group is seeking a talented Customer Service Professional - IRA to join our team in St. Cloud, MN.
This role presents an excellent opportunity to create raving fans by delivering outstanding customer service and building client loyalty.
Your Key Duties:
- Acquire comprehensive knowledge of Individual Retirement Plans (IRA) rules and regulations.
- Offer specialized support to clients regarding IRA-related matters.
- Effectively manage complex and escalated issues from representatives and customers.
- Support clients in navigating various systems associated with the Broker/Dealer.
- Work collaboratively with the team to resolve client inquiries efficiently.
- Contribute to special projects and process improvements.
Necessary Qualifications:
- At least 1 year of experience in customer service roles.
- Strong proficiency in Microsoft Office tools.
- High School diploma or equivalent required.
