Advisor Tech Services Professional

Cetera Financial Group Inc; Dallas (TX); On-site; USD 52,000 - 72,000; Full time

Job summary

Cetera Financial Group Inc is seeking a customer-focused Technical Support Specialist to assist Financial Advisors, their staff, and end clients with Cetera's technology platforms.

You will troubleshoot issues across applications and portals, document interactions in the CRM, and collaborate with IT teams to resolve complex problems while maintaining high client satisfaction and loyalty.

Qualifications

• Proven technical aptitude and problem solving.
• Experience with MS Exchange and Office 365 preferred.
• Strong customer-service focus and communication skills.

Responsibilities

• Respond to inquiries from Financial Advisors, staff, and end clients.
• Troubleshoot application, connectivity, and portal issues.
• Record calls and status in CRM; escalate to senior staff when needed.
• Provide ongoing service-focused support for Cetera web portals.
• Suggest improvements and participate in projects to enhance client experience.

Skills

Technical acumen

MS Exchange

MS Office 365

Typing speed

Web apps navigation

Customer service

Communication

Patience

Organization

Teamwork

Job description

We are seeking a customer-focused and technically savvy Technical Support Specialist to provide exceptional support to Financial Advisors, their staff, and end clients. In this role, you will serve as a primary point of contact for technical and service-related inquiries, helping users navigate systems, resolve issues, and maximize their experience with Cetera's technology platforms.

You will troubleshoot application, connectivity, and portal-related issues, collaborate with internal teams to resolve complex challenges, and deliver outstanding service that drives client satisfaction and loyalty. Success in this position requires strong problem-solving skills, technical aptitude, and a passion for delivering an exceptional client experience.

What you will do:

Respond to telephone support inquiries from Financial Advisors, their supporting staff in field, and end clients. Provide technical assistance with system status, network connectivity, along with a variety of problems of all installed applications and software products supported by IT. Provide ongoing service focused support for all aspects of Cetera web portals, identify trends, and report trouble tickets to tier 3 support. You will be responsible for creating Raving fans by delivering excellent support to all of our advisor’s end-clients. The goal is to build and maintain client loyalty as well as create the world’s most referable platform.

Responsibilities:

• Provide support to our advisors and end-clients with the navigation and use of various systems associated with the Broker/Dealer
• Troubleshoot and resolve product or service problems; determining the cause and explaining the best solution to resolve the issue
• Resolve less complex problems immediately and direct complex inquiries to the IT Support team and/or vendor for resolution
• Utilize the CRM (Client Relationship Management) tool to record calls and status of all requests
• Provide follow-up to ensure full customer satisfaction
• Escalate requests to or consult with senior staff when solution is unclear
• Report problems with procedures and make suggestions for improvement
• Participate in special projects that enhance the overall advisor and client experience
• Provide support to our clients in all aspects of the Cetera Client and Advisor Portals
• Maintain high level standards of call handling requirements and quality review scores while adhering to assigned work schedule
• Provide training support on department process and system navigation

Required Skills:

• Demonstrated technical acumen
• Understanding of MS Exchange and MS Office 365
• Excellent typing skills
• Understands how to interact with and navigate web-based applications
• Strong orientation toward service
• Patience when working with callers that are less technically proficient
• Strong organizational skills
• Excellent interpersonal communication skills.
• Flexible and adaptable to change in a fast-paced environment
• Courteous and empathetic to customer concerns
• Able to work well independently and within a team environment.
• Ability to handle challenging calls with poise, patience and positive demeanor