What are the responsibilities and job description for the IRA Service Professional position at Cetera Financial Group?
Cetera Financial Group is currently seeking a Service Professional - IRA for our company’s office located in St. Cloud, MN. This is a unique opportunity to join our team to provide customer service to our clients.
What you will do:
As a Service Professional - IRA at Cetera Financial Institutions, you will be responsible for creating Raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world’s most referable platform.
· Complete training on the rules and regulations on Individual Retirement Plans (IRA).
· Provide support to our clients related Individual Retirement Plans.
· Handle complex and escalated issues from representatives and customers.
· Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
· Work independently within the team to assist callers without requiring outside assistance.
· Participate in special projects as assigned.
· Provide training support on department process and system navigation.
What you need to have:
· 1 year of previous customer service related work
· 1 years of proficiency with Microsoft Office tools.
· Must have a High School diploma or GED
Compensation: The base annual salary range for this role is $42,000 - $52,000 plus annual bonus potential. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Onsite
#LI-DNI
Salary : $42,000 - $52,000
