Client Services Associate: Advisor Support & Operations

Cetera Financial Group Inc; Mechanicsburg (Cumberland County); On-site; USD 37,000 - 47,000; Full time

Job summary

Cetera Financial Group Inc. invites applications for a Client Services Representative who will act as a key liaison between Financial Advisors and clients, delivering exceptional service and supporting advisor operations.

The role involves handling calls, scheduling, preparing client materials, and ensuring timely follow-up on regulatory requirements, while maintaining accurate records across multiple systems. A strong, detail-oriented professional will thrive here.

Qualifications

• High School Diploma or GED required.
• Experience in an administrative, customer service, client support, or office operations role.
• Strong organizational and time management skills with the ability to manage multiple priorities.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Office Suite, including Word, Excel, and PowerPoint.
• Ability to learn and adapt to new systems, software applications, and business processes.

Responsibilities

• Serve as a liaison between Financial Advisors and clients, ensuring a high level of service and responsiveness.
• Answer incoming calls, schedule appointments, and coordinate meeting logistics.
• Prepare meeting materials, client presentations, illustrations, reports, graphs, and charts to support advisor-client interactions.
• Process and complete client paperwork accurately and efficiently, including all required follow-up activities.
• Educate clients on account services, platform capabilities, and technology solutions.
• Maintain detailed client communication records and compliance documentation within AdviceWorks, SmartWorks, Redtail, and other required systems.

Skills

Excellent communication

Time management

Organizational skills

Client relationship

Education

Bachelor's degree in finance, Business, Marketing, Communications, or a related field

Tools

Microsoft Office

Redtail CRM

AdviceWorks

SmartWorks

Job description

Cetera Financial Group Inc. invites applications for a Client Services Representative who will act as a key liaison between Financial Advisors and clients, delivering exceptional service and supporting advisor operations.

The role involves handling calls, scheduling, preparing client materials, and ensuring timely follow-up on regulatory requirements, while maintaining accurate records across multiple systems. A strong, detail-oriented professional will thrive here.