Operations Pro - Transitions & Client Service (Hybrid)

Cetera Financial Group; West Des Moines (IA); On-site; USD 40,000 - 55,000; Full time

Job summary

Cetera Financial Group is seeking an Operations Professional 1 for the Transitions team in Des Moines, IA. The role offers potential hybrid work after training and focuses on delivering top-tier service and efficient processing for client accounts.

You will handle daily processing tasks, respond to inquiries, and collaborate with colleagues to ensure consistent service quality while adhering to regulatory requirements.

Qualifications

• Flexible and adaptable to change.
• Strong communication and organizational skills.
• Demonstrates a positive role model to colleagues.
• Responsive to coaching and training.
• Independent; able to resolve complex issues with minimal guidance.
• Ability to learn quickly and multi-task effectively in a fast-paced environment.

Responsibilities

• Provide high-level operational, customer service, and administrative support in the Transitions department.
• Handle daily processing tasks such as journal entries and account processing.
• Respond to email inquiries from internal and external customers about account status and changes.
• Perform research on customer accounts as requested.
• Partner with team members to ensure high-quality customer service for financial professionals.
• Comply with team procedures and regulatory requirements.
• Other duties as assigned.

Skills

Flexible to change

Strong communication

Organizational skills

Team player

Independent problem solving

Multi-tasking

Results-oriented

Energetic

Education

Bachelor’s degree

High School Diploma or GED

Tools

MS Office

Job description

Cetera Financial Group is seeking an Operations Professional 1 for the Transitions team in Des Moines, IA. The role offers potential hybrid work after training and focuses on delivering top-tier service and efficient processing for client accounts.

You will handle daily processing tasks, respond to inquiries, and collaborate with colleagues to ensure consistent service quality while adhering to regulatory requirements.