Client Services Representative

Cetera Financial Group Inc; Woodbridge Township (NJ); Hybrid; USD 34,000 - 54,000; Part time

Job summary

Cetera Financial Group Inc. is seeking a part-time, hybrid support role in New Jersey.

The candidate will act as a liaison between registered representatives and clients, handle phone calls, scheduling, and prepare materials for client meetings, while ensuring accurate documentation and compliance. Responsibilities include preparing client illustrations and reports, following up on tasks, and conducting proactive outreach to maintain high service levels.

Qualifications

• High School Diploma or GED is required.
• Experience in an administrative or customer service role.

Responsibilities

• Act as liaison between registered representatives and clients.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Assist in preparing client illustrations, graphs, charts, and reports for presentations.
• Prepare and complete client paperwork and follow up tasks.
• Engage with clients by phone, virtual visits and in-person to meet service levels.
• Organize client events and follow-up tasks.
• Maintain client records and retention per corporate requirements.
• Proactive outreach to clients and representatives on time-sensitive activities (e.g., RMDs, quarterly/annual reviews).
• Own inquiries and coordinate with internal Cetera departments to ensure timely service delivery.
• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and guidelines.
• Maintain compliance notes in AdviceWorks/SmartWorks and Redtail.

Skills

Time management

Communication

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

This position is hybrid and part-time.

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
• Strong time management skills
• 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
• Bilingual in English and Korean, with the ability to communicate effectively in both languages, is strongly preferred.

The base annual salary range for this role is $16.25-$25.95, plus a competitive performance-based bonus. 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.