Financial Services Client Experience Associate

Cetera Financial Group; Pittsburgh (Allegheny County); On-site; USD 37,000 - 47,000; Full time

Benefits offered by this job

Health insurance

PTO & holidays

401(k) with company match

Parental leave

EAP

LifeLock

Pet Insurance

Job summary

Cetera Financial Group is seeking a detail‑oriented administrative professional to support Financial Advisors by handling day-to-day paperwork, client communications, and scheduling. You will prepare materials for client meetings, process transactions, and maintain client relationships while ensuring compliance with Cetera standards.

This full-time, onsite role sets the stage for future opportunities in the financial services path.

Qualifications

• High School Diploma or GED required.
• Experience in administrative or customer service roles.
• Excellent written and verbal communication skills.
• Proficient in Microsoft Office tools and ability to learn new programs.

Responsibilities

• Act as a liaison between registered representatives and clients.
• Answer phones, schedule appointments, and prepare materials for meetings.
• Prepare client illustrations, graphs, and reports for presentations.
• Complete client paperwork and follow up tasks to support advisors.
• Engage with clients by phone, virtual visits, and in-person meetings to ensure service levels.
• Organize client events and follow-up tasks.
• Maintain client records per corporate requirements.
• Proactively outreach to clients and advisors on time-sensitive activities.
• Educate clients on account services and new technology.
• Complete required corporate training and follow implementation guidelines.
• Maintain compliance notes in AdviceWorks/SmartWorks/Redtail.
• Collaborate with Advisors in weekly meetings to support business plans and marketing efforts.

Skills

Administrative experience

Customer service

MS Office proficiency

Education

High School Diploma or GED

Tools

AdviceWorks/SmartWorks/Redtail

Microsoft Office Suite

Job description

Cetera Financial Group is seeking a detail‑oriented administrative professional to support Financial Advisors by handling day-to-day paperwork, client communications, and scheduling. You will prepare materials for client meetings, process transactions, and maintain client relationships while ensuring compliance with Cetera standards.

This full-time, onsite role sets the stage for future opportunities in the financial services path.