Cetera has a top-notch resource center team that is committed to delivering exceptional customer service. Our team members are highly motivated, empathetic, and passionate about people. They are driven to go above and beyond to ensure that our customers stay satisfied and connected. We are currently seeking a Senior Service Professional to add to our team in one of our office hubs.
This is a hybrid role with 2 days in office.
What you will do:
- Nurturing personal connections with advisors, their teams, and valued clients, building strong and lasting relationships.
- Become the go-to contact for advisors, guiding them throughout their call journey, taking ownership from the very beginning to the successful resolution.
- Expertly address inquiries about brokerage operations, advisory accounts, and direct business, covering a wide range of topics from assisting with new account setup to handling transactions and servicing needs.
- Empower our advisors with top-notch support, leveraging our cutting-edge technologies to enhance their efficiency and success.
- Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
- Perform other related duties as required and assigned.
What you need to have:
- Masterful in written and verbal communication, adept at engaging with a diverse audience in a courteous, professional, and impactful manner.
- Embraces flexibility and adapts seamlessly to change in a dynamic and fast-paced environment, thriving on new challenges and opportunities.
- Preferred experience harnessing the power of industry-leading tools such as Salesforce, Envestnet, NetX360, Docupace, RedTail, and more. These cutting-edge systems will empower you to revolutionize your work and take your career to new heights.
The base annual salary range for this role is $50,000 - $60,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more 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.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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 foster.
- 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.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers 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 an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. 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" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the 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.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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