Client Services Lead Financial Advisors
Listed on 2026-10-17
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Finance & Banking
Banking & Finance, Business Administration, Financial Sales
Cetera Financial Group in Lexington, KY seeks a detail-oriented administrative assistant to support Financial Advisors (Registered Representatives) with day-to-day investment practice tasks, client paperwork, and service delivery.
You will handle scheduling, prepare client illustrations and reports, maintain client relationships, and coordinate with Cetera departments to ensure timely service and compliance.
We are currently recruiting a Client Services Lead for Financial Advisors for our team in Lexington, KY, United States.
The position is based in Lexington, KY, United States.
This opportunity is part of our work in Finance, Management & Operations, Sales.
The advertised compensation is 41.000 - 56.000.
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 Client Services Lead for Financial Advisors role in the description above.
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