Client Success Advisor - Financial Services

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

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.