What are the responsibilities and job description for the Senior Client Service position at Cetera Financial Group?
Senior Specialty Operations Professional
Cetera is seeking a skilled professional to provide operational support and customer service to clients and advisors across various communities.
Key Responsibilities:
- Provide low-to-mid-level escalation support, collaborating with the Operations Team Lead and leadership to resolve issues.
- Process daily work items while meeting process requirements, SLAs, and quality metrics.
- Partner with team members to ensure consistent, high-quality customer service.
- Respond to inquiries from internal and external customers via email, client mail, and phone in a timely fashion.
- Perform detailed research on customer accounts and respond promptly.
- First-level contact resolution for escalated Support Center, Inbox, and/or Salesforce inquiries.
Requirements:
- Flexible and adaptable to change.
- Highly responsive to coaching and training.
- Bachelor's degree.
- 1 year of experience in the financial industry.
- ~1 year of experience with MS Office tools.
About Cetera
Based in Des Moines, IA or St. Cloud, MN, this role has potential for hybrid arrangements based on successful training periods.
This position offers competitive performance-based bonuses and a salary range of $42,000-$52,000.
Salary : $42,000 - $52,000
