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