Service Professional

Service Professional

Cetera is currently seeking a Service Professional for our CFG Resource Center team located in Dallas, TX or El Segundo, CA. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. This position is hybrid and will require being in office 2-3 days a week.

Core 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 utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
• Provide in person/virtual training to clients and advisors, as well as may provide training to peers as necessary.
• Other duties as assigned.

Required Knowledge, Skills, and Abilities:

• Strong communication skills
• Organizational skills
• Attention to detail
• Analytical thought processor
• 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
• Demonstrate a real passion for providing a high level of customer service

Desired Knowledge, Skills, and Abilities:

• Banking/Financial experience
• Call Center experience
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills

Minimum Required Education & Experience:

High School diploma or equivalent

Travel Requirements: No Travel Required

The base hourly range for this role is $23.10 to $27.90, plus a competitive performance-based bonus. Base hourly range 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.