Senior Operations Professional

Cetera Financial Group Inc; St. Cloud (MO); Hybrid; USD 28,000 - 33,000; Full time

Job summary

Cetera Financial Group Inc in St. Cloud, MN is seeking a Senior Operations Professional to provide operational support and world-class customer service to clients.

The role offers potential for a hybrid schedule after a successful training period. You will handle daily processing tasks such as journal entries and account processing, respond to inquiries from clients and registered representatives, perform research on accounts, and partner with teammates to ensure consistent, high-quality service

Qualifications

• High school diploma or GED required.
• 1 year operations experience.
• 1 year experience with MS Office tools.
• Series 99, 6, or 7 licensed.
• Ability to multi-task while meeting regulatory deadlines.
• Demonstrated problem-resolution, organizational and follow-up skills.
• Ability to learn quickly in a fast-paced environment.

Responsibilities

• Provide high-level operational, customer service, and administrative support.
• Daily processing of department work including journal entries and account processing.
• Respond to inquiries from internal and external customers including registered representatives regarding account status, changes, etc.
• Perform research on customer accounts.
• Partner with team members to ensure consistent, high-quality service.
• Comply with processes and regulatory requirements.

Skills

Flexible and adaptable to change

Strong communication and organizat...

Positive role model to colleagues

Responsive to coaching and training

Independent problem-solving

Multi-task in fast-paced environment

Team player

Energetic and results-oriented

Train others on job roles

Education

Bachelor's degree

High School Diploma or GED

Tools

MS Office

Job description

Cetera is currently seeking a Senior Operations Professional for our team located inSt. 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 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 salary range for this role is $20.20 - $24.00 per hour plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

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