Advisor Services Team Lead

Cetera Financial Group; Dallas (TX); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Paid PTO

401(k) plan

Parental leave

Job summary

Cetera Financial Group is seeking a Supervisor for our Service Experience team to lead a high-touch, advisor-focused support group. The role emphasizes accountability, ownership, and prompt issue resolution across phone and email channels.

The ideal candidate will bring 5+ years in financial services with at least 1 year in supervision, solid MS Office skills, and strong communication. Travel up to 10% is required.

Qualifications

• 5 years of related experience in financial services.
• 1 year of supervisory or team leadership experience.
• Experience with advisor offices or financial institutions is a plus.

Responsibilities

• Lead a team providing high-touch advisor service via phone and email.
• Oversee inquiries from initiation to resolution with accountability.
• Coach and train team on daily tasks and development.
• Monitor KPIs and performance metrics for the team.
• Participate in hiring of new team members.
• Utilize Salesforce to log and track service requests.

Skills

Customer service

Operations

Financial industry

Team leadership

MS Office

Verbal communication

Professional demeanor

Pressure handling

Education

High School diploma

Bachelor’s degree

Tools

Salesforce CRM

Job description

Cetera Financial Group is seeking a Supervisor for our Service Experience team to lead a high-touch, advisor-focused support group. The role emphasizes accountability, ownership, and prompt issue resolution across phone and email channels.

The ideal candidate will bring 5+ years in financial services with at least 1 year in supervision, solid MS Office skills, and strong communication. Travel up to 10% is required.