Service Professional

Cetera Financial Group is currently seeking a Service Professional for their IRA team located in St. Cloud. This role involves providing operational support and world-class customer service to clients, establishing connections with advisors and their teams, and addressing queries related to brokerage operations and advisory accounts.

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 may provide training to peers as necessary

Skills

• Strong communication skills
• Organizational skills
• Attention to detail
• Analytical thought processor
• Ability to multitask
• 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
• High School diploma or equivalent
• Banking/Financial experience
• Call Center experience
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills

Benefits

• Competitive performance-based bonus

Company Overview

Company H1B Sponsorship