Hybrid Finance Ops Pro: Client Service & Admin

Cetera Financial Group; Saint Cloud (MN); Hybrid; USD 28,000 - 33,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) company match

Parental leave

Employee assistance program

Job summary

Cetera Financial Group is seeking an Operations Professional for our team in St. Cloud, MN. The role offers hybrid potential after training and success. You will provide high-level operational support and world-class customer service to our clients.

You will respond to inquiries from clients and registered representatives, perform research on accounts, and collaborate with teammates to ensure consistent, quality service while adhering to regulatory requirements.

Qualifications

• Bachelor’s degree or higher required.
• 1 year of operations experience.
• Experience with MS Office tools.
• Strong communication and organization.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Provide operational, customer service, and administrative support.
• Respond to inquiries from clients and registered representatives.
• Perform research on customer accounts.
• Collaborate to ensure high-quality service.
• Ensure compliance with processes and regulatory requirements.

Skills

Communication

Organizational skills

Adaptability

Customer service

Team player

Problem solving

Education

Bachelor's degree

High School Diploma or GED

Tools

MS Office

Job description

Cetera Financial Group is seeking an Operations Professional for our team in St. Cloud, MN. The role offers hybrid potential after training and success. You will provide high-level operational support and world-class customer service to our clients.

You will respond to inquiries from clients and registered representatives, perform research on accounts, and collaborate with teammates to ensure consistent, quality service while adhering to regulatory requirements.