Senior Advisory Operations Specialist

Cetera Financial Group; Saint Cloud (MN); Hybrid; USD 24,521 - 34,440; Full time

Benefits offered by this job

Health, dental, vision, and life insurance

Paid time off (PTO)

401(k) Savings plan

Employee Assistance Program (EAP)

Job summary

A leading financial services firm is seeking a Senior Specialty Operations Professional in Saint Cloud, MN. This role involves providing operational support and world-class customer service to clients. Successful candidates will collaborate with teams, handle inquiries, and manage advisory accounts effectively. A High School diploma is required, along with experience in the financial sector. This position offers a competitive salary range of $17.80 - $25.00 per hour and various employee benefits including health insurance and 401(k) savings plan.

Qualifications

• 1 year’s experience in the financial industry.
• 1 year of experience with MS Office tools.
• Licensing (if applicable).

Responsibilities

• Produce and maintain advisory accounts for clients.
• Respond to inquiries from internal and external customers.
• Handle complex cases that require detailed research.

Skills

Ability to multi-task

Strong communication skills

Organizational skills

Team player attitude

Education

High School Diploma or GED

Bachelor’s degree

Tools

MS Office

Job description

A leading financial services firm is seeking a Senior Specialty Operations Professional in Saint Cloud, MN. This role involves providing operational support and world-class customer service to clients. Successful candidates will collaborate with teams, handle inquiries, and manage advisory accounts effectively. A High School diploma is required, along with experience in the financial sector. This position offers a competitive salary range of $17.80 - $25.00 per hour and various employee benefits including health insurance and 401(k) savings plan.