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This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo).
What You Will Do:
Act as a liaison between the registered representatives and their clients.
Answer phones, schedule appointments, and prepare materials for client meetings.
Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
Prepare and complete client paperwork and follow up tasks to support registered representative.
Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
Organize client events and follow up tasks.
Maintain client records and retention management within corporate requirements.
Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews).
Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
Educate clients on account services, capabilities, and new technology.
Complete required corporate training on new technologies and follow implementation guidelines.
Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.
What You Will Have:
What is Nice to Have:
#LI-Onsite
The base annual salary range for this role is $37,440 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.
Full Time
$53k-68k (estimate)
05/31/2024
07/18/2024
cetera.com
El Segundo, CA
1,000 - 3,000
The job skills required for Customer Service Representative include Customer Service, Microsoft Office, Attention to Detail, Verbal Communication, Time Management, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Service Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Service Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Service Representative positions, which can be used as a reference in future career path planning. As a Customer Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Service Representative. You can explore the career advancement for a Customer Service Representative below and select your interested title to get hiring information.