Onsite Client Services Specialist Financial Advisors
Listed on 2026-10-11
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Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance -
Customer Service/HelpDesk
Bank Customer Service, Banking & Finance
Cetera Financial Group Inc is seeking a Client Services Representative to support Financial Advisors with daily investment practice activities. The role operates onsite and full-time, handling client paperwork, transactions, scheduling, and relationship management to ensure superior service.
You will assist advisors in preparing presentations, deliver timely client communications, and maintain accurate records while upholding compliance standards.
This posting is for the Onsite Client Services Specialist for Financial Advisors role at Cetera Financial Group Inc, based in Latham, NY, United States.
This role, Onsite Client Services Specialist for Financial Advisors at Cetera Financial Group Inc, could be your next opportunity.
Are you ready to take on the Onsite Client Services Specialist for Financial Advisors role at Cetera Financial Group Inc?
We would love to welcome a new Onsite Client Services Specialist for Financial Advisors to our team in Latham, NY, United States.
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