Senior Service Professional

Senior Service Professional Cetera is currently seeking a Senior Service Professional for the Advisor Support team in Dallas, TX. This unique opportunity involves providing operational support and world‑class customer service to our clients. After a successful training period, the role may be hybrid. 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/virtual training to clients and advisors, as well as using experience to train 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. Benefits Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. 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 to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) savings plan with a generous company contribution (up to 5%) and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, pet insurance and more. About Cetera Financial Group Cetera Financial Group ® ("Cetera") is a leading network of independent retail broker‑dealers 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 by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institution‑based advisors the benefits of a large, established broker‑dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. 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. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. #J-18808-Ljbffr Cetera Financial Group