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Senior Service Specialist: Advisor & Client Support, Hybrid

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Cetera Financial Group
Full Time position
Listed on 2026-10-07
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 34000 - 44000 USD Yearly USD 34000.00 44000.00 YEAR
Job Description & How to Apply Below

Cetera is a leading financial services network seeking a Senior Service Professional for a hybrid role in our Dallas, TX office. You will cultivate advisor relationships, serve as the primary contact for clients, and guide them from onboarding through resolution.

You will address brokerage operations questions, manage transactions, and empower advisors with strong support and training, using advanced CRM tools and industry knowledge.

Join us at Cetera Financial Group as our next Senior Service Specialist:
Advisor & Client Support, Hybrid in Dallas, TX, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Senior Service Specialist:
Advisor & Client Support, Hybrid role in the description above.

We appreciate your interest in this position.

Position Requirements
10+ Years work experience
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