Advisor Support Pro — Client Success & Ops (Hybrid, Dallas)

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

Benefits offered by this job

Health, dental, vision, and life insu

Paid time off + holidays

401(k) with company match

Paid parental leave

Mental health benefits

Job summary

Cetera Financial Group is seeking a Service Professional for our Advisor Support team in Dallas, TX. This hybrid role offers daily interaction with advisors, their teams, and clients to deliver operational support and world-class service.

You will handle brokerage operations queries, assist with new accounts and transactions, use CRM to log requests, and provide in-person or virtual training to clients and peers. Strong organizational, multitasking, and communication skills are essential.

Qualifications

• High School Diploma or GED.
• 1 year’s applicable experience.
• 1 year of experience with MS Office tools.
• Licensing (if applicable).

Responsibilities

• Serve as primary contact for advisors’ clients throughout their journey.
• Address brokerage operations and advisory account questions.
• Assist with new account setup and transaction servicing.
• Record service requests in the CRM and ensure follow-up.
• Provide in-person or virtual training to clients and peers.
• Handle complex cases and escalations from Service Professionals.

Skills

Organizational skills

Analytical thinking

Multitasking

Adaptability

Customer empathy

Team player

Results oriented

Financial processing

Tools

Orion

Envestnet

Schwab

Fidelity

Pershing

Job description

Cetera Financial Group is seeking a Service Professional for our Advisor Support team in Dallas, TX. This hybrid role offers daily interaction with advisors, their teams, and clients to deliver operational support and world-class service.

You will handle brokerage operations queries, assist with new accounts and transactions, use CRM to log requests, and provide in-person or virtual training to clients and peers. Strong organizational, multitasking, and communication skills are essential.