Senior Service Experience Specialist (Hybrid)

Cetera Financial Group; Dallas (TX); Hybrid; USD 70,258,000 - 90,922,000; Full time

Benefits offered by this job

Health insurance

401(k) savings plan

Paid time off (PTO)

Parental leave

Job summary

Cetera Financial Group seeks a Senior Service Professional to join the Service Experience team in Dallas, TX. This role blends high-touch client service with operational support, focusing on advisors, their teams, and clients from onboarding to resolution.

Hybrid work is possible after training, and location near Dallas is required. You will leverage CRM tools, address brokerage operations questions, and provide in-person or virtual training to clients and peers, driving productive relationships

Qualifications

• High School Diploma or GED.
• 1 year’s applicable experience.
• 1 year of experience with MS Office tools.
• Licensing (if applicable).

Responsibilities

• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
• Serving as the primary point of contact for advisors’ clients and guiding them from onboarding to resolution.
• Addressing queries regarding brokerage operations, advisory accounts, and direct business.
• Empowering advisors with support and leveraging technologies to boost productivity.
• Using CRM to record and track service requests and ensuring timely follow-up.
• Providing in person/virtual training to clients and peers on complex topics.

Education

High School Diploma or GED

Licensing (if applicable)

MS Office skills

1 year’s applicable experience

Tools

MS Office

Orion

Envestnet

Schwab

Fidelity

Pershing

Job description

Cetera Financial Group seeks a Senior Service Professional to join the Service Experience team in Dallas, TX. This role blends high-touch client service with operational support, focusing on advisors, their teams, and clients from onboarding to resolution.

Hybrid work is possible after training, and location near Dallas is required. You will leverage CRM tools, address brokerage operations questions, and provide in-person or virtual training to clients and peers, driving productive relationships