Senior Advisor Support Specialist

Cetera Financial Group; Dallas (TX); Hybrid; USD 50,000 - 65,000; Full time

Benefits offered by this job

Health, dental, vision and life insurance

20+ days of paid time off (PTO)

401(k) savings plan with company contribution

Paid parental leave

Employee Assistance Program (EAP)

Job summary

Cetera Financial Group is seeking a Senior Service Professional for the Advisor Support team in Dallas, TX. This role involves providing operational support and exceptional customer service to clients. Responsibilities include cultivating relationships with advisors, addressing brokerage-related queries, and training on complex topics. The position offers a hybrid work model and competitive compensation.

Qualifications include strong communication and organizational skills, attention to detail, and a minimum of one year of relevant experience. Enjoy comprehensive benefits including health insurance and generous PTO.

Qualifications

• Minimum of 1 year's applicable experience.
• Processing experience in financial transactions is highly desirable.
• Call center experience is a plus.

Responsibilities

• Cultivating connections with advisors and clients.
• Addressing queries regarding brokerage operations.
• Training clients and peers on complex topics.

Skills

Strong communication skills

Organizational skills

Attention to detail

Analytical thought processor

Ability to multi-task

Adaptable to change

Customer service focus

Education

High School Diploma or GED

Tools

MS Office

CRM tools

Job description

Cetera Financial Group is seeking a Senior Service Professional for the Advisor Support team in Dallas, TX. This role involves providing operational support and exceptional customer service to clients. Responsibilities include cultivating relationships with advisors, addressing brokerage-related queries, and training on complex topics. The position offers a hybrid work model and competitive compensation.

Qualifications include strong communication and organizational skills, attention to detail, and a minimum of one year of relevant experience. Enjoy comprehensive benefits including health insurance and generous PTO.