Service Professional

Cetera Financial Group Inc; Saint Cloud (MN); Hybrid; USD 42,000 - 52,000; Full time

Benefits offered by this job

Performance-based bonus

Job summary

Cetera Financial Group Inc in St. Cloud, MN is seeking a Service Professional to deliver world-class service to clients and financial professionals, handling escalated issues and supporting brokerage operations.

This role offers potential for hybrid work after a training period and emphasizes accurate CRM logging, independent teamwork, and participation in special projects. Experience in call centers and proficiency with Microsoft Office are valued.

Qualifications

• 1+ year of call center experience.
• 1+ year of proficiency with Microsoft Office tools.
• High School diploma or GED.
• Demonstrated experience delivering excellent problem resolution, organizational and follow up skills.
• Success driven personality.

Responsibilities

• Handle complex and escalated issues from financial professionals and customers.
• Provide support to clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
• Support clients with navigation and use of various systems associated with the Broker/Dealer.
• Maintain minimum call handling requirements and quality review scores while adhering to the work schedule.
• Utilize the CRM to accurately record each call.
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation.

Skills

Call center experience

Education

High School diploma or GED

Tools

Microsoft Office

Job description

Cetera is currently seeking a Service Professional for our team located in St. Cloud, MN. As a Service Professional at Cetera Financial Institutions, you will be responsible for creating raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world’s most referable platform. 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.

What you will do:

• Handle complex and escalated issues from financial professionals and customers.
• Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.
• Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
• Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
• Utilize the CRM (Client Relationship Management) tool to accurately record each call.
• Work independently within the team to assist callers without requiring outside assistance.
• Participate in special projects as assigned.
• Provide training support on department process and system navigation

What you need to have:

• 1+ year of previous call center experience
• 1+ year of proficiency with Microsoft Office tools.
• Must have High School diploma or GED
• Demonstrated experience delivering excellent problem resolution, organizational and follow up skills
• Success driven personality

The base annual salary range for this role is $20.20 - $25.00 hourly, 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.