Senior Service Professional

About the role

Cetera is seeking a Senior Service Professional for our Service Experience team located in El Segundo, CA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.

Responsibilities

• 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 utilizing our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
• Providing in-person/virtual training to clients and advisors, as well as utilizing experience to provide training to peers on complex topics as necessary.
• Able to assist with complex cases and escalations from Service Professionals.
• Other duties as assigned.

Requirements

• High School Diploma or GED.
• 1 year’s applicable experience.
• 1 year of experience with MS Office tools.
• Licensing (if applicable).

Skills

• Strong communication skills.
• Organizational skills.
• Attention to detail.
• Analytical thought processor.
• Ability to multi-task.
• Adaptable to change in a fast-paced environment.
• Courteous and empathetic to client concerns.
• Superior listening skills.
• Positive role model to colleagues.
• Team player attitude.
• Energetic and results-oriented.
• Demonstrate a real passion for providing a high level of customer service.
• Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable.
• Call Center experience.
• Demonstrated experience delivering excellent problem resolution, organizational, and follow-up skills.
• Familiarity with Schwab, Fidelity, or Pershing in systems like Orion and Envestnet.
• Licensing (SIE or other FINRA Licensing).

Pay

The salary range for this role is $27.40 - $34.61 per hour plus a competitive performance-based bonus.

Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.