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Operational Support Specialist

Cetera Investment Services LLC
Whitewater, WI Full Time
POSTED ON 4/4/2025
AVAILABLE BEFORE 5/4/2025

**About the Role:**

The Sales Assistant position at Cetera Investment Services LLC offers a unique opportunity to develop valuable skills in operational support and financial services. This role requires strong communication and organizational abilities, with a focus on ensuring the highest level of customer satisfaction.

**Key Responsibilities:**

  • Communicate effectively with Advisors, resolving issues and providing clear guidance on procedures.
  • Manage and maintain accurate records of transactions, including daily blotters and control measures.
  • Assist in ongoing training of Advisors on operational issues and program procedures.
  • Provide administrative support for telemarketing efforts, helping to develop new business and strengthen client relationships.

**Ideal Candidate:**

  • Bachelor's Degree (desired)
  • Excellent interpersonal and communication skills
  • Proven ability to multitask and prioritize tasks effectively
  • Highly organized with a strong attention to detail

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