Onsite Client Services Associate for Financial Advisors

Cetera Financial Group; Fort Worth (TX); On-site; USD 29,000 - 40,000; Full time

Benefits offered by this job

Competitive bonus

On-site role

Base salary: $21–$29/hour

Job summary

Cetera Financial Group is seeking an on-site Administrative Assistant to support Financial Advisors with day-to-day investment practices and client service. In this role you will manage paperwork, client communications, scheduling, and basic client illustrations for meetings.

Collaboration with advisors and Cetera departments is essential to deliver timely service. The position emphasizes accuracy, organization, and strong communication.

Qualifications

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

Responsibilities

• Serve as liaison between registered representatives and clients.
• Answer phones, schedule appointments, prepare materials for meetings.
• Assist in preparing client illustrations, graphs, charts and reports for presentations.
• Process client paperwork and follow up tasks to support advisors.
• Engage with clients via phone, virtual visits, and in-person meetings to meet service levels.
• Organize client events and manage follow-up tasks.
• Maintain client records in alignment with corporate standards.
• Proactively inform clients and advisors of time-sensitive activities (RMDs, reviews).
• Escalate inquiries and coordinate with Cetera departments for timely service.
• Educate clients on account services and new technology.
• Complete corporate training and implement new tools while maintaining compliance.

Skills

Administrative experience

Customer service

Excellent communication

Education

High School Diploma or GED

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

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Cetera Financial Group is seeking an on-site Administrative Assistant to support Financial Advisors with day-to-day investment practices and client service. In this role you will manage paperwork, client communications, scheduling, and basic client illustrations for meetings.

Collaboration with advisors and Cetera departments is essential to deliver timely service. The position emphasizes accuracy, organization, and strong communication.