Elite Service Professional

Cetera is currently seeking an Elite Service Professional for our MVP Advisor Service team located in Dallas, TX. 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.

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 utilize experience to provide training to peers on complex topics as necessary.
• Able to assist with the most complex cases and escalations from Senior/Service Professionals
• Responsible for mid to high level escalations partnering with department leadership to resolve issues with clients / Advisors.
• Train and mentor other Senior/Service Professionals
• Project work and technology release testing in lower-level environment as necessary
• Monitor and assist with questions from team

Act as a Subject Matter Expert for the department

Required Knowledge, Skills, and Abilities:

• Ability to multi-task
• Flexible and adaptable to change
• Strong communication and organizational skills
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude
• Energetic and results-oriented
• Interest in coaching and mentoring others
• Guard words and actions with team members to show a unified mindset and goals with leadership

Desired Knowledge, Skills, and Abilities:

• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.

Bachelor’s Degree

Minimum Required

Education & Experience:

• High School Diploma or GED
• 3 years’ experience in the financial industry
• 3 years of experience with MS Office tools

Licensing (if applicable)

Travel Requirements:No Travel Required

Compensation:

The Hourly range for this role is $25.00- $34.60 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the 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…