Financial Services Client Support (Hybrid, Part‑Time)

Cetera Financial Group Inc; Woodbridge Township (NJ); Hybrid; USD 34,000 - 54,000; Part time

Job summary

Cetera Financial Group Inc. is seeking a part-time, hybrid support role in New Jersey.

The candidate will act as a liaison between registered representatives and clients, handle phone calls, scheduling, and prepare materials for client meetings, while ensuring accurate documentation and compliance. Responsibilities include preparing client illustrations and reports, following up on tasks, and conducting proactive outreach to maintain high service levels.

Qualifications

• High School Diploma or GED is required.
• Experience in an administrative or customer service role.

Responsibilities

• Act as liaison between registered representatives and clients.
• Answer phones, schedule appointments, and prepare materials for client meetings.
• Assist in preparing client illustrations, graphs, charts, and reports for presentations.
• Prepare and complete client paperwork and follow up tasks.
• Engage with clients by phone, virtual visits and in-person to meet service levels.
• Organize client events and follow-up tasks.
• Maintain client records and retention per corporate requirements.
• Proactive outreach to clients and representatives on time-sensitive activities (e.g., RMDs, quarterly/annual reviews).
• Own inquiries and coordinate with internal Cetera departments to ensure timely service delivery.
• Educate clients on account services, capabilities, and new technology.
• Complete required corporate training on new technologies and guidelines.
• Maintain compliance notes in AdviceWorks/SmartWorks and Redtail.

Skills

Time management

Communication

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Cetera Financial Group Inc. is seeking a part-time, hybrid support role in New Jersey.

The candidate will act as a liaison between registered representatives and clients, handle phone calls, scheduling, and prepare materials for client meetings, while ensuring accurate documentation and compliance. Responsibilities include preparing client illustrations and reports, following up on tasks, and conducting proactive outreach to maintain high service levels.