Advisor & Client Support Specialist - Hybrid

Cetera Financial Group Inc; Dallas (TX); Hybrid; USD 48,000 - 58,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Cetera Financial Group Inc in Dallas, TX is seeking a Service Professional to join our Resource Center team. The role focuses on delivering exceptional operational support and world-class service to financial professionals and their clients, building meaningful relationships.

This is a hybrid position requiring residence within commutable distance of the Dallas office. The successful candidate will manage advisor and client inquiries, handle brokerage operations questions, and document service

Qualifications

• High School diploma or equivalent is required.

Responsibilities

• Build and maintain strong relationships with advisors, their teams, and clients to foster long-term engagement and trust.
• Serve as the primary point of contact for advisor clients, providing end-to-end support and ownership through successful resolution.
• Respond to questions related to brokerage operations, advisory accounts, and direct business, including new account setup, transactions, and ongoing servicing needs.
• Deliver exceptional advisor support by leveraging technology and tools to enhance productivity and drive success.
• Accurately document, track, and manage service requests within the CRM system to ensure timely follow-up and resolution.
• Facilitate in-person and virtual training sessions for clients and advisors, and provide peer training as needed.

Skills

AI tools

Communication

Organizational skills

Attention to detail

Multitasking

Adaptability

Empathy

Listening skills

Team player

Customer service

Energetic

Education

High School Diploma

Tools

CRM system

Job description

Cetera Financial Group Inc in Dallas, TX is seeking a Service Professional to join our Resource Center team. The role focuses on delivering exceptional operational support and world-class service to financial professionals and their clients, building meaningful relationships.

This is a hybrid position requiring residence within commutable distance of the Dallas office. The successful candidate will manage advisor and client inquiries, handle brokerage operations questions, and document service