What are the responsibilities and job description for the Retirement Plan Service Expert position at Cetera Financial Group?
We are seeking a highly skilled Retirement Plan Service Expert to join our team at Cetera Financial Group.
In this role, you will be responsible for delivering exceptional customer service to our clients, focusing on Individual Retirement Plans (IRAs). The successful candidate will possess excellent communication skills and the ability to work independently within a team.
Your key responsibilities will include:
- Developing expertise in IRA rules and regulations;
- Providing expert guidance to clients on IRA-related matters;
- Resolving complex and escalated issues with professionalism and efficiency;
- Supporting clients with navigating various systems associated with the Broker/Dealer;
- Collaborating with the team to achieve shared goals.
To succeed in this role, you will need:
- 1 year of experience in customer-facing roles;
- Strong proficiency in Microsoft Office tools;
- A High School diploma or equivalent.
