Client/Customer Support Rep

Investment Practice Support
This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role is full-time and onsite.
Answer phones, schedule appointments, and prepare materials for client meetings.
Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. Prepare and complete client paperwork and follow up tasks to support registered representative.
Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
Maintain client records and retention management within corporate requirements.
Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met.
Educate clients on account services, capabilities, and new technology.
Complete required corporate training on new technologies and follow implementation guidelines.
Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.
High School Diploma or GED
Experience in an administrative or customer service role
Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
Previous experience in assisting Registered Representatives/Financial Advisors
Financial services and/or banking background
Bachelor's degree in Finance, Business, Marketing, or Communications
Professional and positive attitude, friendly demeanor both in-person and by telephone
uses discretion with confidential information
Not many teams can say that they support people's dreams coming to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• 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 fostering.
• 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.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers 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 and a leading provider of retail services to the investment programs of banks and credit unions.
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. 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.