Operational Specialist

At Cetera, we need detailed thinkers to help us deliver quality and value to our clients. As an Operational Specialist (Elite Specialty Operations Professional), are responsible for day-to-day operations while working and partnering closely with their Supervisor/Manager to coordinate work to provide seamless superior customer service to Financial Professionals and Financial Institutions. This is an Onsite role reporting to our St. Cloud, MN office.

What you will do

Point of Contact

• Escalations
• Research Problems or Delegate to appropriate person
• Employee Issues (as appropriate and partner with manager)

Trained in All Department Functions

• Ensure cross-training of backup staff
• Documentation on all jobs (for use to process if designated backup is not available)
• Awareness – Be in the “know” of what is going on with each desk
• Update procedures as appropriate
• Other duties as assigned

Project & Project Testing

• Manage project plan as it pertains to the department
• Delegate testing activities as appropriate

Managing Department Workflow & QC

• Pulse Check Daily on Queues
• Design workflows
• Design and run department meetings
• Perform Monthly Reporting

What you need to have

• Flexible and adaptable to change
• Continuous improvement mindset and ability to execute
• Superior listening skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Team player attitude
• Energetic and results-oriented
• Focused on development

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