Senior Operations Professional
$20.2 - $24 per hourCetera
Cetera is currently seeking a Senior Operations Professional for our team located in St. Cloud, MN. 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 and continued success of candidate and job needs. Core Responsibilities: * Provide high-level operational, customer service, and administrative support in our department. * Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc. * Respond to telephone/email/chat or written correspondence inquiries from internal and external customers including registered representatives regarding account status, account changes and process.
- Perform research as requested on customer accounts.
- Partner with other team members to ensure financial professionals experience
- Flexible and adaptable to change
- Strong communication and organizational skills
- Positive role model to colleagues
- Highly responsive to coaching and training
- Independent; able to work and resolve complex issues with minimal guidance
- Ability to learn quickly and multi-task effectively in a fast-paced
- Team player attitude
- Energetic and results-oriented
- Ability to train others on same job roles & responsibilities as needed
- Previous experience in the Finance industry
- 1 year operations experience
- 1 year of experience with MS Office tools
- Bachelor’s degree
- Series 99, 6, or 7 licensed
- Demonstrated experience delivering excellent problem resolution,
- Cetera Wealth Services LLC
- (f/k/a Cetera Advisor
- or Cetera Investors
- All firms are
$80k - $115k
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