Senior Service Professional

Cetera is currently seeking a Senior Service Professional for our Service Experience team located in El Segundo, CA. 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 complex cases and escalations from Service Professionals

• Other duties as assigned.

Required Knowledge, Skills, and Abilities:

• Strong communication skills

• Organizational skills

• Attention to detail

• Analytical thought processor

• Ability to multi task

• 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

• Processing

Experience:

Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable.

Desired Knowledge, Skills, and Abilities:

• Call Center experience

• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills

• Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet

• Licensing (SIE or other FINRA Licensing)

Minimum Required Education & Experience:

• High School Diploma or GED

• 1 year’s applicable experience

• 1 years of experience with MS Office tools

• Licensing (if applicable)

Travel Requirements: No Travel Required

Compensation:
The salary range for this role is $27.40 - $34.61 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.

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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 members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on…