Client Services Specialist

Cetera Financial Group Inc; Seven Fields (Butler County); On-site; USD 55,000 - 75,000; Full time

Job summary

Cetera Financial Group Inc. is seeking a detail-oriented Client Services Specialist to independently manage day-to-day servicing for assigned households in a regulated financial environment.

Responsibilities include processing transactions, coordinating onboarding, and maintaining records with precise data. You will communicate with clients, custodians, and internal partners while escalating complex issues to senior staff as needed.

Qualifications

• Independent execution with accuracy and timely handling of client requests.
• Strong problem solving to resolve standard service inquiries.
• Understanding of client service workflows and data standards.

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 per procedures and data standards.
• Coordinate onboarding activities, including documentation collection and custodial account opening support.
• Prepare client review materials and maintain accurate client records with signatures.
• Communicate with clients regarding activity, timelines, and documentation needs.
• Consult with custodians, advisors, and internal partners to resolve service requests.
• Oversee moderately complex client inquiries, escalating when needed with context and next steps.
• Maintain CRM accuracy and ensure documentation is complete and compliant.
• Identify inefficiencies and suggest workflow improvements.

Skills

Independent execution

Problem solving

Client service workflows

Multi-tasking

Education

High school diploma or GED

Tools

CRM systems

Job description

Independently manage day-to-day client servicing activities for assigned households, ensuring accurate processing, proactive communication, and adherence to service, documentation and compliance standards. Serves as a primary service contact for moderately complex relationships, coordinates service requests across internal teams and custodians, and escalates complex issues appropriately. Supports execution aligned with client coverage models and contributes to workflow improvements that enhance service quality and consistency.

Core 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

Gearing: 300 – 400 client households

Required Knowledge, Skills, and Abilities:

• Independent execution
• Strong problem solving
• Understanding of client service workflows
• Ability to manage multiple priorities

Desired Knowledge, Skills, and Abilities:

• Financial services experience
• Knowledge of custodial processes

Minimum Required Education & Experience:

• High school diploma or GED required
• Minimum of 3 years of experience in financial services or administrative experience

Travel Requirements: 0%

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