Senior Service Professional

Cetera is currently seeking a Senior Service Professional for our Advisor Support team in Dallas, TX. 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. 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 utilizing our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. Providing in‑person or virtual training to clients and advisors, and 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. Required Knowledge, Skills, and Abilities 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 Processing experience: Prior experience in processing financial transactions such as journals, distributions, and check requests is 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 in systems like Orion and Envestnet Licensing (SIE or other FINRA Licensing) Minimum Required Education & Experience High School Diploma or GED 1 year’s applicable experience 1 year of experience with MS Office tools Licensing (if applicable) Travel Requirements No Travel Required Compensation The base annual salary range for this role is $24.05 - $31.75, 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. #J-18808-Ljbffr Cetera Financial Group Inc