Senior Service Specialist: Advisor & Client Support, Hybrid

Cetera Financial Group; Dallas (TX); Hybrid; USD 34,000 - 44,000; Full time

Benefits offered by this job

Health insurance

Paid time off

401(k) matching

Parental leave

Job summary

Cetera is a leading financial services network seeking a Senior Service Professional for a hybrid role in our Dallas, TX office. You will cultivate advisor relationships, serve as the primary contact for clients, and guide them from onboarding through resolution.

You will address brokerage operations questions, manage transactions, and empower advisors with strong support and training, using advanced CRM tools and industry knowledge.

Qualifications

• Strong organizational and multi-tasking abilities with a client-focused approach.
• Experience in processing financial transactions such as journals and distributions.
• Familiarity with brokerage operations and advisory accounts is a plus.

Responsibilities

• Act as primary contact for advisors and clients, guiding them end-to-end.
• Provide training to clients/advisors and share knowledge with peers.
• Record service requests in the CRM and ensure timely follow-up.
• Assist with complex cases and escalations from Service Professionals.

Skills

Organizational skills

Analytical thinking

Multi-tasking

Adaptability

Customer service

Team player

Results oriented

Empathy

Processing experience

Call Center

Financial services knowledge

Education

High School Diploma or GED

FINRA licensing

Tools

CRM software

Orion

Envestnet

Job description

Cetera is a leading financial services network seeking a Senior Service Professional for a hybrid role in our Dallas, TX office. You will cultivate advisor relationships, serve as the primary contact for clients, and guide them from onboarding through resolution.

You will address brokerage operations questions, manage transactions, and empower advisors with strong support and training, using advanced CRM tools and industry knowledge.