Client Service Pro: Financial Operations & Support (Hybrid)

Cetera Financial Group Inc; Saint Cloud (MN); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Performance-based bonus

Job summary

Cetera Financial Group Inc in St. Cloud, MN is seeking a Service Professional to deliver world-class service to clients and financial professionals, handling escalated issues and supporting brokerage operations.

This role offers potential for hybrid work after a training period and emphasizes accurate CRM logging, independent teamwork, and participation in special projects. Experience in call centers and proficiency with Microsoft Office are valued.

Qualifications

• 1+ year of call center experience.
• 1+ year of proficiency with Microsoft Office tools.
• High School diploma or GED.
• Demonstrated experience delivering excellent problem resolution, organizational and follow up skills.
• Success driven personality.

Responsibilities

• Handle complex and escalated issues from financial professionals and customers.
• Provide support to clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
• Support clients with navigation and use of various systems associated with the Broker/Dealer.
• Maintain minimum call handling requirements and quality review scores while adhering to the work schedule.
• Utilize the CRM to accurately record each call.
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.

Skills

Call center experience

Education

High School diploma or GED

Tools

Microsoft Office

Job description

Cetera Financial Group Inc in St. Cloud, MN is seeking a Service Professional to deliver world-class service to clients and financial professionals, handling escalated issues and supporting brokerage operations.

This role offers potential for hybrid work after a training period and emphasizes accurate CRM logging, independent teamwork, and participation in special projects. Experience in call centers and proficiency with Microsoft Office are valued.