At Cetera we need detailed thinkers to help us deliver quality and value to our clients. As an operations professional, you know how to provide exceptional service. You provide process improvements with the goal of making things more efficient for advisors. We are currently seeking an Operations Professional 2 to add to our team in Des Moines, IA.
What you will do:
· Provide day-to-day operational support to the internal and external Broker/Dealer customers of Cetera Financial Group
· Process daily transitions while meeting process requirements, SLAs, and achieving quality metrics
· Collaborate with other team members to ensure advisors experience consistent, high-quality customer service
· Perform detailed research as requested on customer accounts and respond on time
· Proactively work to identify and resolve potential problems with respect to operational issues
· Comply with the processes and procedures of the team and regulatory requirements
· Limited phone duties related to escalation
· Analyze and gather reporting for Audits
· Attend and manage meetings related to Online Services
What you need to have:
· High School Diploma or GED
· 3+ years of experience working in client service
· 3+ years of experience working with Microsoft Office programs
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