Services Professional

Cetera is currently seeking a Service Professional for our CFG Resource Center team. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. This is a hybrid role; candidates must be located near an office hub: El Segundo, CA; San Diego, CA; Dallas, TX; Des Moines, IA; St Cloud, MN; St Paul, MN. Core 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. Other duties as assigned. Required Knowledge, Skills, and Abilities: Banking/Financial experience. Call Center experience. Strong communication skills. Organizational skills. Attention to detail. Analytical thought process. 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. Desired Knowledge, Skills, and Abilities: Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills. Minimum Required Education & Experience: High School diploma or equivalent. Travel Requirements:

No Travel Required. Compensation: The base annual salary range for this role is $49,000 to $52,000, 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.

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