Client Success & Onboarding Specialist

Cetera Financial Group; Dubuque (IA); On-site; USD 74,357,337 - 94,988,275; Full time

Benefits offered by this job

Health insurance

401(k) with company contribution

Paid time off

Parental leave

Flexible Spending Account (FSA)

Job summary

the position emphasizes independent judgment within guidelines and ongoing process improvements to enhance service quality for moderately complex client relationships.

Qualifications

• High school diploma or GED required.
• Minimum of 3 years of experience in financial services or administrative experience.
• Ability to execute independently and manage multiple priorities.
• Understanding of client service workflows.

Responsibilities

• Serve as primary service contact for assigned clients with accuracy and responsiveness.
• Process account updates, contributions, distributions, transfers and maintenance requests.
• Coordinate onboarding activities and custodial account opening support.
• Prepare client review materials and maintain accurate records.
• Communicate with clients about activity, timelines and document needs.
• Escalate complex issues to Senior Client Services Specialist with context.
• Maintain CRM accuracy and ensure documentation complies with standards.
• Identify inefficiencies and suggest workflow improvements.

Skills

Independent execution

Problem solving

Client service workflows

Multiple priorities

Education

High school diploma or GED

Job description

the position emphasizes independent judgment within guidelines and ongoing process improvements to enhance service quality for moderately complex client relationships.