Financial Client Services Coordinator

Cetera Financial Group; Canonsburg (Washington County); On-site; USD 18,000 - 23,000; Full time

Benefits offered by this job

Health, dental, vision, and life insurance

20 plus days of paid time off

401(k) Savings plan with company contribution

Job summary

Cetera Financial Group is seeking a dedicated individual to support Financial Advisors in Canonsburg, Washington County. This full-time, onsite position involves maintaining client relationships, preparing paperwork, and enhancing customer service levels.

The ideal candidate will possess a High School Diploma or GED, strong communication skills, and experience in customer service. Benefits include inclusive health plans and generous PTO. A Bachelor's degree is a plus.

Qualifications

• Experience in an administrative or customer service role.
• Ability to learn new programs.

Responsibilities

• Act as a liaison between registered representatives and clients.
• Prepare and complete client paperwork.
• Maintain client relationships and ensure service level needs are met.

Skills

Customer service experience

Strong time management skills

Excellent written and verbal communication skills

Proficient in Microsoft Office tools

Education

High School Diploma or GED

Bachelor’s degree in Finance, Business, Marketing, or Communications

Job description

Cetera Financial Group is seeking a dedicated individual to support Financial Advisors in Canonsburg, Washington County. This full-time, onsite position involves maintaining client relationships, preparing paperwork, and enhancing customer service levels.

The ideal candidate will possess a High School Diploma or GED, strong communication skills, and experience in customer service. Benefits include inclusive health plans and generous PTO. A Bachelor's degree is a plus.