Senior Service Specialist – Advisor & Client Support (Hybrid)

Cetera Financial Group; Dallas (TX); Hybride; USD 34 000 - 44 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision, and life保险

401(k) with company match

Paid time off

Paid parental leave

EAP and additional voluntary benefits

Résumé du poste

Cetera Financial Group in Dallas, TX seeks a Senior Service Professional to deliver expert client support and operational guidance. The hybrid role places you at our Dallas office with the opportunity to train clients and advisors, manage transactions, and resolve inquiries across brokerage and advisory services.

You should bring strong organizational, communication, and problem-solving skills, plus experience with MS Office and licensing if applicable, to thrive in a fast-paced financial

Qualifications

• High School Diploma or GED required; 1 year of applicable experience.
• 1 year of MS Office tools experience.
• Licensing (if applicable) may be required.

Responsabilités

• Cultivate connections with advisors, teams, and clients to foster relationships.
• Serve as primary contact for advisors’ clients through their journey.
• Address queries on brokerage operations, advisory accounts, and direct business.
• Provide training to clients, advisors, and peers on complex topics as needed.
• Assist with escalations and handle complex cases for service professionals.

Connaissances

Organizational skills

Analytical thinking

Multitasking

Customer service mindset

Empathy and courtesy

Team player

Communication skills

Processing financial transactions

Formation

High School Diploma or GED

MS Office experience

Licensing (if applicable)

Outils

Orion

Envestnet

Description du poste

Cetera Financial Group in Dallas, TX seeks a Senior Service Professional to deliver expert client support and operational guidance. The hybrid role places you at our Dallas office with the opportunity to train clients and advisors, manage transactions, and resolve inquiries across brokerage and advisory services.

You should bring strong organizational, communication, and problem-solving skills, plus experience with MS Office and licensing if applicable, to thrive in a fast-paced financial