Client Services Specialist for Financial Advisors

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

Benefits offered by this job

Performance-based bonus

Incentive compensation package

Job summary

The Cetera Financial Group is seeking a Client Services Representative to be a primary liaison between Financial Advisors and clients. You will handle inquiries, schedule meetings, prepare materials, and ensure timely completion of paperwork and regulatory requirements.

You will also manage client records, support advisor operations, and engage in proactive outreach for reviews, RMDs, and service initiatives, delivering a high level of service and accuracy in a fast-paced environment.

Qualifications

• High school diploma or GED required.
• Experience in administrative, customer service, client support, or office operations.
• Ability to learn and adapt to new systems and processes.

Responsibilities

• Serve as a liaison between Financial Advisors and clients with high service levels.
• Answer calls, schedule appointments and coordinate meeting logistics.
• Prepare meeting materials, client presentations, illustrations, and reports.

Skills

Organizational skills

Time management

Verbal and written communication

Learning new systems

Education

High School Diploma or GED

Bachelor’s degree (nice to have)

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

The Cetera Financial Group is seeking a Client Services Representative to be a primary liaison between Financial Advisors and clients. You will handle inquiries, schedule meetings, prepare materials, and ensure timely completion of paperwork and regulatory requirements.

You will also manage client records, support advisor operations, and engage in proactive outreach for reviews, RMDs, and service initiatives, delivering a high level of service and accuracy in a fast-paced environment.