Client Services Specialist for Financial Advisors

Cetera Financial Group Inc; Minnetonka (MN); On-site; USD 35,000 - 47,000; Full time

Job summary

Cetera Financial Group Inc. in Minnetonka, MN is seeking a Client Services Representative to be the primary contact for Financial Advisors and clients, delivering exceptional service and supporting advisor operations.

You will answer calls, schedule meetings, prepare materials, process paperwork, and maintain accurate records while ensuring regulatory requirements are met. This role emphasizes responsiveness, organization, and proactive client outreach.

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.
• Communicate with clients by phone, virtual meetings, and in-person interactions to address questions and ensure service expectations are met.
• Coordinate client events, including planning, communication, and post-event follow-up.
• Maintain accurate client records and documentation in accordance with company policies and regulatory requirements.
• Perform proactive client outreach regarding time-sensitive activities, including Required Minimum Distributions (RMDs), quarterly reviews, annual reviews, and other client service initiatives.
• Take ownership of client inquiries and requests by partnering with internal departments to ensure timely resolution and exceptional service delivery.
• Educate clients on account services, platform capabilities, and technology solutions.
• Complete required training and support the implementation of new tools, technologies, and processes.
• Maintain detailed client communication records and compliance documentation within AdviceWorks, SmartWorks, Redtail, and other required systems.
• Partner with Advisors through regular meetings to support business planning, marketing initiatives, client communication strategies, task management, and service workflows.

Skills

Administrative experience

Customer service

Time management

Communication skills

Microsoft Office proficiency

Education

High School Diploma or GED

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

Tools

Microsoft Word

Microsoft Excel

PowerPoint

AdviceWorks

SmartWorks

Redtail

Job description

Cetera Financial Group Inc. in Minnetonka, MN is seeking a Client Services Representative to be the primary contact for Financial Advisors and clients, delivering exceptional service and supporting advisor operations.

You will answer calls, schedule meetings, prepare materials, process paperwork, and maintain accurate records while ensuring regulatory requirements are met. This role emphasizes responsiveness, organization, and proactive client outreach.