Client Experience & Financial Services Specialist

Cetera Financial Group; Springboro (OH); Hybrid; USD 54,000 - 74,000; Full time

Benefits offered by this job

Health, dental, vision, and life plans

PTO and holidays

401(k) with company contribution

Parental leave

Health Savings and Flexible Spending

Job summary

Cetera Financial Group is hiring a Client Service Specialist to support Financial Professionals, clients, and internal partners by coordinating day-to-day client service, account support, documentation, and follow-up activities.

The role emphasizes accuracy, responsiveness, and timely follow-through while working with advisors, clients, operations, and compliance to resolve questions and complete service requests.

Qualifications

• High school diploma or GED required.
• Minimum of 3 years of experience in financial services or administrative experience.
• Independent execution.
• Strong problem solving.
• Understanding of client service workflows.
• Ability to manage multiple priorities.

Responsibilities

• Serve as primary service contact for assigned households, managing day-to-day service needs with accuracy and responsiveness
• Process account updates, contributions, distributions, transfers, maintenance requests, and other service transactions in accordance with established procedures and data standards
• Coordinate onboarding activities, including documentation collection, custodial account opening support, and tracking of outstanding requirements
• Prepare client review materials, organize documentation for signatures, and maintain accurate client records
• Communicate directly with clients regarding account activity, service timelines, documentation needs and follow up items
• Consult with custodians, advisors, and internal partners to resolve service requests and ensure timely completion of transactions.
• Oversee moderately complex client inquiries independently, exercising judgment within established guidelines
• Escalate higher risks, complex or ambiguous situations to Senior Client Services Specialist or Supervisor while providing context and recommended next steps
• Maintain CRM accuracy and ensure documentation is complete, compliant, and aligned with service standards
• Identify process inefficiencies or recurring issues and recommend workflow improvements to enhance service quality

Skills

Independent execution

Strong problem solving

Client service workflows

Multitasking

Education

High school diploma or GED

Job description

Cetera Financial Group is hiring a Client Service Specialist to support Financial Professionals, clients, and internal partners by coordinating day-to-day client service, account support, documentation, and follow-up activities.

The role emphasizes accuracy, responsiveness, and timely follow-through while working with advisors, clients, operations, and compliance to resolve questions and complete service requests.