What are the responsibilities and job description for the Financial Institutions Specialist position at Cetera Financial Group?
Cetera Financial Group is a leading financial services company seeking a skilled Financial Institutions Specialist to join our team in St. Cloud, MN.
This role involves providing exceptional customer service to our clients, with a focus on Individual Retirement Plans (IRAs). The ideal candidate will possess excellent communication skills and the ability to work independently within a team.
The successful candidate will be responsible for:
- Completing comprehensive training on IRA rules and regulations;
- Providing expert support to clients regarding IRA-related inquiries and issues;
- Handling complex and escalated cases with professionalism and efficiency;
- Assisting clients with navigating various systems associated with the Broker/Dealer;
- Participating in special projects as assigned by management.
To excel in this role, you will need:
- 1 year of experience in customer-facing roles;
- Proficiency in Microsoft Office tools;
- A High School diploma or equivalent.
