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Client & Financial Services Specialist

Job in Springboro, Warren County, Ohio, 45066, USA
Listing for: Cetera Financial Group
Full Time position Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Bank Customer Service, Banking & Finance
  • Customer Service/HelpDesk
    Bank Customer Service, Banking & Finance
Salary/Wage Range or Industry Benchmark: 54000 - 74000 USD Yearly USD 54000.00 74000.00 YEAR

Job Description & How to Apply Below

Position: Client Experience & Financial Services Specialist

Cetera Financial Group is hiring a Client Service Specialist to support Financial Professionals, clients, and internal partners by coordinating day-to-day client service, account support, documentation, and follow-up activities.

The role emphasizes accuracy, responsiveness, and timely follow-through while working with advisors, clients, operations, and compliance to resolve questions and complete service requests.

As a Client Experience & Financial Services Specialist, you will play an important part at Cetera Financial Group in Springboro, OH, United States.

Please review the full job details above before applying.

If your experience matches this role, we encourage you to apply.

All applications are reviewed carefully by our team.

The position is based in Springboro, OH, United States.

This opportunity is part of our work in Sales.

The advertised compensation is 54.000 - 74.000.

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

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