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Cetera takes pride in its exceptional resource center team, dedicated to delivering outstanding customer service. Our team members are highly motivated, empathetic, and sincerely passionate about assisting others. They are dedicated to exceeding expectations to ensure our customers stay satisfied and connected.
We're looking for individuals who thrive on challenges, show initiative, and are committed to making a positive impact. If you possess these qualities and are eager to join a team dedicated to excellence, we believe you'll thrive in our organization. We’re currently seeking a Service Professional to join our team in one of our office locations, as this is a hybrid role. Our office locations: El Segundo and San Deigo, CA; Denver, CO; Des Moines, IA; Schaumburg, IL; Atlanta, GA, Enfield; St Cloud and St Paul, MN.
What you will do:
• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
• Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
• Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
• Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
• Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
What you need to have:
What is nice to have:
• Proficiency in utilizing industry-leading tools like Salesforce, Envestnet, NetX360, Docupace, RedTail, and others.
Compensation:
The base annual salary range for this role is $42,000 to $52,000 plus a competitive performance-based bonus. 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-Hybrid
Full Time
$39k-49k (estimate)
10/08/2023
06/04/2024
The job skills required for Service Professional include Verbal Communication, etc. Having related job skills and expertise will give you an advantage when applying to be a Service Professional. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Service Professional. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Service Professional positions, which can be used as a reference in future career path planning. As a Service Professional, it can be promoted into senior positions as a Customer Service Representative II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Service Professional. You can explore the career advancement for a Service Professional below and select your interested title to get hiring information.