Financial Advisor Support Specialist

Cetera Financial Group; Saint Cloud (MN); On-site; USD 42,000 - 54,000; Full time

Job summary

Cetera Financial Group in Saint Cloud, MN seeks a Client Services Representative to be a key liaison between Financial Advisors and clients, delivering exceptional service and supporting advisor operations.

Responsibilities include handling calls, scheduling, preparing materials, processing paperwork, and maintaining accurate records, while upholding regulatory requirements and confidentiality in a fast-paced environment.

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.

Skills

Organizational skills

Time management

Verbal communication

Written communication

Customer service

Multi-tasking

Education

Bachelor's degree in Finance, Business, Marketing, Communications, or related field

High School Diploma or GED

Tools

Microsoft Word

Excel

PowerPoint

Job description

Cetera Financial Group in Saint Cloud, MN seeks a Client Services Representative to be a key liaison between Financial Advisors and clients, delivering exceptional service and supporting advisor operations.

Responsibilities include handling calls, scheduling, preparing materials, processing paperwork, and maintaining accurate records, while upholding regulatory requirements and confidentiality in a fast-paced environment.