Senior Service Professional

Senior Service Professional

Cetera is currently seeking a Senior Service Professional for our Service Experience team located 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.

This is a hybrid position. To be considered for this role, you must be located near Dallas, TX.

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 utilize 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 are 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 years of experience with MS Office tools
• Licensing (if applicable)

Travel Requirements:

No Travel Required

Compensation:

The salary range for this role is $24.50 - $31.75 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations.