Advisor Services Supervisor - Elevate Client Experience

Cetera Financial Group; Dallas (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) plan

Dental and vision insurance

Life insurance

Mental health benefits

Paid holidays and PTO

Job summary

Cetera Financial Group is seeking a Supervisor for our Service Experience team to lead a dedicated group delivering high-touch support to our Advisors. You will oversee phone and email interactions, ensure timely resolutions, and foster accountability and proactive problem solving across the advisor network.

The role emphasizes coaching, training, and performance monitoring, using Salesforce to track requests and support tools like Orion and Envestnet.

Qualifications

• Experience in customer service or operations.
• Experience in the financial industry.
• Experience leading a team.
• Proficiency in Microsoft Office.
• A friendly and professional demeanor.
• Ability to work quickly under pressure and self-motivated.

Responsibilities

• Cultivating one-on-one relationships with Advisors and their staff.
• Supervise the team that will be the primary point of contact for advisor offices.
• Handling inquiries on new accounts, trading accounts, money movement transactions, account billing, and reporting.
• Handle escalations of complex cases.
• Provide support to advisors with key technologies.
• Utilize Salesforce CRM to record and track service requests.
• Provide development and daily task coaching to their team.
• Provide training to teams as necessary.
• Monitor team key performance and metrics reporting.
• Participate in the hiring process for new associates on their team.

Skills

Customer service

Financial industry experience

Team leadership

Microsoft Office

Customer-focused mindset

Education

High School diploma or equivalent

Tools

Salesforce CRM

Microsoft Office Suite

Orion

Envestnet

Schwab/Fidelity/Pershing systems

Job description

Cetera Financial Group is seeking a Supervisor for our Service Experience team to lead a dedicated group delivering high-touch support to our Advisors. You will oversee phone and email interactions, ensure timely resolutions, and foster accountability and proactive problem solving across the advisor network.

The role emphasizes coaching, training, and performance monitoring, using Salesforce to track requests and support tools like Orion and Envestnet.