Service Professional

Cetera Financial Group Inc; Dallas (TX); Hybrid; USD 48,000 - 58,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Cetera Financial Group Inc in Dallas, TX is seeking a Service Professional to join our Resource Center team. The role focuses on delivering exceptional operational support and world-class service to financial professionals and their clients, building meaningful relationships.

This is a hybrid position requiring residence within commutable distance of the Dallas office. The successful candidate will manage advisor and client inquiries, handle brokerage operations questions, and document service

Qualifications

• High School diploma or equivalent is required.

Responsibilities

• Build and maintain strong relationships with advisors, their teams, and clients to foster long-term engagement and trust.
• Serve as the primary point of contact for advisor clients, providing end-to-end support and ownership through successful resolution.
• Respond to questions related to brokerage operations, advisory accounts, and direct business, including new account setup, transactions, and ongoing servicing needs.
• Deliver exceptional advisor support by leveraging technology and tools to enhance productivity and drive success.
• Accurately document, track, and manage service requests within the CRM system to ensure timely follow-up and resolution.
• Facilitate in-person and virtual training sessions for clients and advisors, and provide peer training as needed.

Skills

AI tools

Communication

Organizational skills

Attention to detail

Multitasking

Adaptability

Empathy

Listening skills

Team player

Customer service

Energetic

Education

High School Diploma

Tools

CRM system

Job description

Cetera is seeking a Service Professional to join our Resource Center team in Dallas, TX. This is an exciting opportunity to deliver exceptional operational support and world-class service to financial professionals and their clients while building meaningful, long-term relationships.

This is a hybrid position. To be considered, candidates must reside within a commutable distance of our Dallas, TX office.

Core Responsibilities:

• Build and maintain strong relationships with advisors, their teams, and clients to foster long-term engagement and trust.
• Serve as the primary point of contact for advisor clients, providing end-to-end support and ownership through successful resolution.
• Respond to questions related to brokerage operations, advisory accounts, and direct business, including new account setup, transactions, and ongoing servicing needs.
• Deliver exceptional advisor support by leveraging technology and tools to enhance productivity and drive success.
• Accurately document, track, and manage service requests within the CRM system to ensure timely follow-up and resolution.
• Facilitate in-person and virtual training sessions for clients and advisors, and provide peer training as needed.

Required Knowledge, Skills, and Abilities:

• High level of comfort working with AI-powered tools and technology
• Strong communication skills
• Organizational skills
• Attention to detail
• Analytical thought processorAbility to multitask
• Adaptable to change in a fast-paced environment
• Courteous and empathetic to client concerns
• Superior listening skills
• Positive role model to colleagues
• Team player attitude
• Energetic and results-oriented
• Demonstrate a real passion for providing a high level of customer service

Desired Knowledge, Skills, and Abilities:

• Banking/Financial experience
• Call Center experience
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills

Minimum Required Education & Experience:

• High School diploma or equivalent

Travel Requirements:

No Travel Required

Compensation:

The base annual salary range for this role is $23.10- $27.90an hour, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid