Service Professional

About the role

Cetera is currently seeking a Service Professional for our team located in St. Cloud, MN. As a Service Professional at Cetera Financial Institutions, you will be responsible for creating raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world’s most referable platform. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients.

Responsibilities

• Handle complex and escalated issues from financial professionals and customers.
• Provide support to our clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer.
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
• Utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.

Requirements

• 1+ year of previous call center experience.
• 1+ year of proficiency with Microsoft Office tools.
• High School diploma or GED.
• Demonstrated experience delivering excellent problem resolution, organizational and follow‑up skills.
• Success‑driven personality.

Pay

The base annual salary range for this role is $20.20 - $25.00 hourly, 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.

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 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 to help plan ahead for a strong financial future.
• 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.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind.