What are the responsibilities and job description for the Financial Support Specialist position at Cetera Financial Group?
Job Summary:
Cetera Financial Group is seeking a Service Professional - IRA to provide exceptional customer service to our clients. This role involves creating raving fans by delivering excellent service and building client loyalty.
Main Responsibilities:
Cetera Financial Group is seeking a Service Professional - IRA to provide exceptional customer service to our clients. This role involves creating raving fans by delivering excellent service and building client loyalty.
Main Responsibilities:
- Complete training on Individual Retirement Plans (IRAs) rules and regulations.
- Provide support to clients related to IRAs, handle complex issues, and assist with system navigation.
- Work independently to assist callers without outside assistance and participate in special projects as assigned.
