Cetera Financial Group
Advisor Tech Services Professional
Cetera Financial Group, El Segundo, California, United States, 90245
Cetera is currently seeking an Advisor Tech Services Professional for our Tech Support Operations team. 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.
Are you the right applicant for this opportunity Find out by reading through the role overview below. In the role of Advisor Tech Service Professional, you will be responsible for creating raving fans by delivering excellent support to all of our advisor’s end clients. The goal is to build and maintain client loyalty as well as create the world’s most referable platform. This is a hybrid role, candidates must be near one of the office hubs: El Segundo, CA | San Diego, CA | St Paul, MN | St Cloud, MN | Dallas, TX | Des Moines, IA. Core Responsibilities: Respond to telephone support inquiries from Financial Advisors, their supporting staff in the field, and end clients. Provide ongoing service-focused support for all aspects of Cetera web portals, identify trends, and report trouble tickets to tier 2 support. Provide support to our advisors and end-clients with the navigation and use of various systems associated with the Broker/Dealer Troubleshoot and resolve product or service problems; determining the cause and explaining the best solution to resolve the issue Resolve less complex problems immediately and direct complex inquiries to the IT Support team and/or vendor for resolution Utilize the CRM (Client Relationship Management) tool to record calls and the status of all requests Provide follow-up to ensure full customer satisfaction Escalate requests to or consult with senior staff when the solution is unclear Report problems with procedures and make suggestions for improvement Provide support to our clients in all aspects of the Cetera Client and Advisor Portals Maintain high-level standards of call handling requirements and quality review scores while adhering to the assigned work schedule Required Knowledge, Skills, and Abilities: Superior written and communication skills. Communicates courteously, professionally, and effectively in a variety of ways with a diverse audience Flexible and adaptable. Expect and embrace change Able to multitask in a fast-paced environment Leads and energizes their peers Ability to think on your feet and be comfortable taking initiative. Creative problem solver and takes ownership. Assesses customers' needs and offers appropriate solutions. Eager to learn and grow their professional skills Desired Knowledge, Skills, and Abilities: Previous experience in the Finance industry Previous experience in Operations Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills. Bachelor’s Degree Minimum Required Education & Experience: High School Diploma or GED Travel Requirements:
No Travel Required Compensation: The base annual salary range for this role is $22.60 to $27.40 an 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 About the company Cetera Financial Group is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States. Notice Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.
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Are you the right applicant for this opportunity Find out by reading through the role overview below. In the role of Advisor Tech Service Professional, you will be responsible for creating raving fans by delivering excellent support to all of our advisor’s end clients. The goal is to build and maintain client loyalty as well as create the world’s most referable platform. This is a hybrid role, candidates must be near one of the office hubs: El Segundo, CA | San Diego, CA | St Paul, MN | St Cloud, MN | Dallas, TX | Des Moines, IA. Core Responsibilities: Respond to telephone support inquiries from Financial Advisors, their supporting staff in the field, and end clients. Provide ongoing service-focused support for all aspects of Cetera web portals, identify trends, and report trouble tickets to tier 2 support. Provide support to our advisors and end-clients with the navigation and use of various systems associated with the Broker/Dealer Troubleshoot and resolve product or service problems; determining the cause and explaining the best solution to resolve the issue Resolve less complex problems immediately and direct complex inquiries to the IT Support team and/or vendor for resolution Utilize the CRM (Client Relationship Management) tool to record calls and the status of all requests Provide follow-up to ensure full customer satisfaction Escalate requests to or consult with senior staff when the solution is unclear Report problems with procedures and make suggestions for improvement Provide support to our clients in all aspects of the Cetera Client and Advisor Portals Maintain high-level standards of call handling requirements and quality review scores while adhering to the assigned work schedule Required Knowledge, Skills, and Abilities: Superior written and communication skills. Communicates courteously, professionally, and effectively in a variety of ways with a diverse audience Flexible and adaptable. Expect and embrace change Able to multitask in a fast-paced environment Leads and energizes their peers Ability to think on your feet and be comfortable taking initiative. Creative problem solver and takes ownership. Assesses customers' needs and offers appropriate solutions. Eager to learn and grow their professional skills Desired Knowledge, Skills, and Abilities: Previous experience in the Finance industry Previous experience in Operations Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills. Bachelor’s Degree Minimum Required Education & Experience: High School Diploma or GED Travel Requirements:
No Travel Required Compensation: The base annual salary range for this role is $22.60 to $27.40 an 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 About the company Cetera Financial Group is a shared service organization serving affiliates that comprise the second-largest family of independent broker-dealers in the United States. Notice Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status. Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000. Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.
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