Client Services Representative

Cetera Financial Group; Pittsburgh (Allegheny County); On-site; USD 37,000 - 47,000; Full time

Benefits offered by this job

Health insurance

PTO & holidays

401(k) with company match

Parental leave

EAP

LifeLock

Pet Insurance

Job summary

Cetera Financial Group is seeking a detail‑oriented administrative professional to support Financial Advisors by handling day-to-day paperwork, client communications, and scheduling. You will prepare materials for client meetings, process transactions, and maintain client relationships while ensuring compliance with Cetera standards.

This full-time, onsite role sets the stage for future opportunities in the financial services path.

Qualifications

• High School Diploma or GED required.
• Experience in administrative or customer service roles.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office tools and ability to learn new programs.

Responsibilities

• Act as a liaison between registered representatives and clients.
• Answer phones, schedule appointments, and prepare materials for meetings.
• Prepare client illustrations, graphs, and reports for presentations.
• Complete client paperwork and follow up tasks to support advisors.
• Engage with clients by phone, virtual visits, and in-person meetings to ensure service levels.
• Organize client events and follow-up tasks.
• Maintain client records per corporate requirements.
• Proactively outreach to clients and advisors on time-sensitive activities.
• Educate clients on account services and new technology.
• Complete required corporate training and follow implementation guidelines.
• Maintain compliance notes in AdviceWorks/SmartWorks/Redtail.
• Collaborate with Advisors in weekly meetings to support business plans and marketing efforts.

Skills

Administrative experience

Customer service

MS Office proficiency

Education

High School Diploma or GED

Tools

AdviceWorks/SmartWorks/Redtail

Microsoft Office Suite

Job description

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). This role is full-time and onsite.

What You Will Do

• Act as a liaison between the registered representatives and their clients.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
• Prepare and complete client paperwork and follow up tasks to support registered representative.
• Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
• Organize client events and follow up tasks.
• Maintain client records and retention management within corporate requirements.
• Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client’s Quarterly/Annual Reviews).
• Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients’ expectations for timely service delivery are met.
• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and follow implementation guidelines.
• Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
• Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.

What You Will Have

• High School Diploma or GED
• Experience in an administrative or customer service role
• Excellent written and verbal communication skills
• Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs

What is Nice to Have

• Previous experience in assisting Registered Representatives/Financial Advisors
• Financial services and/or banking background
• Bachelor’s degree in Finance, Business, Marketing, or Communications
• Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
• Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
• Self-starter, productive, works well with a team and independently
• Professional and positive attitude, friendly demeanor both in-person and by telephone
• Trustworthy; uses discretion with confidential information
• Listens well to instruction and consistently retains details

The base annual salary range for this role is $17.80-$22.60. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

What we give you in return

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.