Senior Service Professional

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 training peers on complex topics as necessary.
• Assisting with complex cases and escalations from Service Professionals.
• Other duties as assigned.

Required Knowledge, Skills, and Abilities

• Strong communication skills
• Organizational skills
• Attention to detail
• Analytical thought processing
• Ability to multitask
• 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
• Demonstrated passion for providing a high level of customer service
• Processing experience with financial transactions such as journals, distributions, and check requests (highly desirable)

Desired Knowledge, Skills, and Abilities

• Call center experience
• Demonstrated experience delivering excellent problem resolution, organizational and follow‑up skills
• Familiarity with Schwab, Fidelity, or Pershing systems such as Orion and Envestnet
• FINRA licensing (SIE or other) – if applicable

Qualifications

• High School Diploma or GED
• 1 year of applicable experience
• 1 year of experience with Microsoft Office tools
• Licensing (if applicable)

Pay

The salary range for this role is $24.50 – $31.75 per hour, plus a competitive performance‑based bonus. Compensation packages consider factors such as skill set, years and depth of experience, certifications, and office location.

Benefits

• Inclusive health, dental, vision, and life insurance plans
• Easy access to mental health benefits for employees and families
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) savings plan with company contribution up to 5% and access to a financial professional
• Paid parental leave for birth, adoption, and fostering
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Employee Assistance Program (EAP), LifeLock identity theft protection, pet insurance, and other voluntary benefits
• Paid caregiver leave

About Cetera

Cetera Financial Group® 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. The network includes Cetera Advisors LLC; Cetera Wealth Services, LLC; Cetera Investment Services LLC; and Cetera Financial Specialists LLC, among others. Cetera provides award‑winning wealth management platforms, comprehensive broker‑dealer and advisory services, practice management support, and innovative technology to its member firms.