Operations Professional

Cetera Financial Group Inc; Saint Cloud (MN); Hybrid; USD 44,000 - 50,000; Full time

Job summary

Cetera Financial Group Inc is seeking an Operations Professional in St. Cloud, MN to provide operational and client service support in the Account Transfers area.

The role offers potential for a hybrid schedule after a training period based on performance and business needs. The position requires strong communication, organization, and the ability to multi-task in a fast-paced environment, with prior finance industry exposure a plus.

Qualifications

• Flexible and adaptable to change.
• Strong communication and organizational skills.
• Independent; able to resolve complex issues with minimal guidance.
• Ability to multi-task in a fast-paced environment.
• Team player attitude and coachable.
• Experience in finance is a plus.
• 1 year operations experience preferred.

Responsibilities

• Provide high-level operational, customer service, and administrative support in the Account Transfers department.
• Daily processing of work in the department including journal entries and account processing.
• Respond to telephone/email/chat inquiries from clients and financial professionals.
• Perform research on customer accounts as requested.
• Collaborate with team members to ensure high-quality service.
• Follow processes, procedures, and regulatory requirements.

Skills

Flexibility

Communication

Organizational skills

Coachable

Independent problem solving

Multi-tasking

Team player

Energetic

Train others

Education

Bachelor’s degree

High School Diploma or GED

Tools

MS Office

Job description

Cetera is currently seeking an Operations Professional for our team located in St. Cloud, MN. This is a unique opportunity to join our team in providing operational support and world‑class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period and continued success of candidate and job needs.

Core Responsibilities

• Provide high‑level operational, customer service, and administrative support in our Account Transfers department.
• Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc.
• Respond to telephone/email/chat or written correspondence inquiries from internal and external customers including registered representatives regarding account status, account changes and process.
• Perform research as requested on customer accounts.
• Partner with other team members to ensure financial professionals experience consistent, high‑quality customer service.
• Comply with processes and procedures of the team and any regulatory requirements.

Required Knowledge, Skills, and Abilities

• Flexible and adaptable to change
• Strong communication and organizational skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi‑task effectively in a fast‑paced environment
• Team player attitude
• Energetic and results‑oriented
• Ability to train others on same job roles & responsibilities as needed

Desired Knowledge, Skills, and Abilities

• Previous experience in the Finance industry
• 1 year operations experience
• 1 year of experience with MS Office tools
• Bachelor’s degree
• Series 99, 6, or 7 licensed
• Demonstrated experience delivering excellent problem resolution, organizational and follow‑up skills
• Ability to multi‑task while staying on track with regulatory deadlines, field inquiries, and internal assignments.

Minimum Required Education & Experience

• High School Diploma or GED

Travel Requirements

No Travel Required

Compensation

The base salary range for this role is $21.00 - $24.00 plus a competitive performance‑based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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