Onsite Client Services Specialist for Financial Advisors

Cetera Financial Group Inc; Latham (NY); On-site; USD 28,000 - 33,000; Full time

Job summary

Cetera Financial Group Inc is seeking a Client Services Representative to support Financial Advisors with daily investment practice activities. The role operates onsite and full-time, handling client paperwork, transactions, scheduling, and relationship management to ensure superior service.

You will assist advisors in preparing presentations, deliver timely client communications, and maintain accurate records while upholding compliance standards.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• Experience in administrative or customer service roles.
• Strong time management and communication skills.

Responsibilities

• Act as liaison between registered representatives and clients.
• Answer phones, schedule appointments, and prepare meeting materials.
• Assist in preparing client illustrations, graphs, and reports.
• Prepare and complete client paperwork and follow-up tasks.
• Engage with clients via phone, virtual visits, and in-person.
• Organize client events and maintain records.
• Maintain compliance notes in AdviceWorks/SmartWorks and Redtail.

Skills

Customer service experience

Time management

Written communication

Verbal communication

Multitasking

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 Inc is seeking a Client Services Representative to support Financial Advisors with daily investment practice activities. The role operates onsite and full-time, handling client paperwork, transactions, scheduling, and relationship management to ensure superior service.

You will assist advisors in preparing presentations, deliver timely client communications, and maintain accurate records while upholding compliance standards.