Elite Service Professional

Cetera Financial Group Inc; Dallas (TX); Hybrid; USD 68,000 - 86,000; Full time

Job summary

Cetera is seeking an Elite Service Professional in Dallas, TX, to support MVP Advisor Service with exceptional client service and operational expertise. The role offers a potential hybrid schedule after training and requires strong multi-tasking and coaching abilities.

Responsibilities include guiding clients, resolving complex inquiries, and mentoring teammates while using CRM tools to record requests and monitor progress. A collaborative, client-centric mindset is essential.

Qualifications

• Bachelor's Degree is required.
• Strong communication and organizational abilities.
• Experience in financial services a plus.

Responsibilities

• Cultivate relationships with advisors, teams, and clients.
• Serve as primary contact and guide clients through journeys.
• Address brokerage operations and advisory account queries.
• Support advisors with productivity and training using tech tools.
• Utilize CRM to track service requests and follow up.
• Provide in person/virtual training and mentor peers.

Skills

Customer service

Communication

Multi-tasking

Coaching

Problem resolution

Team leadership

Education

Bachelor's Degree

High School Diploma or GED

Tools

MS Office

Job description

Cetera is currently seeking an Elite Service Professional for our MVP Advisor Service team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period.

Core Responsibilities

• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
• Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
• Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
• Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
• Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.
• Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training to peers on complex topics as necessary.
• Able to assist with the most complex cases and escalations from Senior/Service Professionals
• Responsible for mid to high level escalations partnering with department leadership to resolve issues with clients / Advisors.
• Train and mentor other Senior/Service Professionals
• May manage workflow and productivity of the team, escalating to Leadership as necessary.
• Project work and technology release testing in lower-level environment as necessary
• Monitor and assist with questions from team
• Act as a Subject Matter Expert for the department

Required Knowledge, Skills, and Abilities

• Ability to multi-task
• Flexible and adaptable to change
• Strong communication and organizational skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude
• Energetic and results-oriented
• Interest in coaching and mentoring others
• Guard words and actions with team members to show a unified mindset and goals with leadership

Desired Knowledge, Skills, and Abilities

• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
• Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.
• Bachelor's Degree

Minimum Required Education & Experience

• High School Diploma or GED
• 3 years' experience in the financial industry
• 3 years ofexperience with MS Office tools
• Licensing (if applicable)

Travel Requirements

No Travel Required

Compensation

The salary range for this role is $68,000 - $86,000 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations.

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