Cetera Financial Group
Elite Service Professional
Cetera Financial Group - Dallas, Texas, United States, 75215
Work at Cetera Financial Group
Overview
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Overview
Join to apply for the
Elite Service Professional
role at
Cetera Financial Group Join to apply for the
Elite Service Professional
role at
Cetera Financial Group Get AI-powered advice on this job and more exclusive features. Job Description
Cetera is currently seeking an Elite Service Professional for our CFG Resource Center. 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. This is a hybrid role, candidates must be located in the Dallas office location. Job Description
Cetera is currently seeking an Elite Service Professional for our CFG Resource Center. 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. This is a hybrid role, candidates must be located in the Dallas office location.
Core Responsibilities
Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements. Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements. Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. Provide in person/virtual training to clients and advisors, as well as may provide training to peers as necessary. Other duties as assigned.
Required Knowledge, Skills, And Abilities
Strong communication skills Organizational skills Attention to detail Analytical thought processor Ability 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 $24.05 to $33.65 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.
About Us
What we give you in return:
Benefits
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group
Cetera Financial Group
("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
" Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, and Cetera Financial Specialists .
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
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Elite Service Professional
role at
Cetera Financial Group Join to apply for the
Elite Service Professional
role at
Cetera Financial Group Get AI-powered advice on this job and more exclusive features. Job Description
Cetera is currently seeking an Elite Service Professional for our CFG Resource Center. 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. This is a hybrid role, candidates must be located in the Dallas office location. Job Description
Cetera is currently seeking an Elite Service Professional for our CFG Resource Center. 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. This is a hybrid role, candidates must be located in the Dallas office location.
Core Responsibilities
Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements. Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements. Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. Provide in person/virtual training to clients and advisors, as well as may provide training to peers as necessary. Other duties as assigned.
Required Knowledge, Skills, And Abilities
Strong communication skills Organizational skills Attention to detail Analytical thought processor Ability 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 $24.05 to $33.65 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.
About Us
What we give you in return:
Benefits
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group
Cetera Financial Group
("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
" Cetera Financial Group " refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors , Cetera Advisor Networks , Cetera Financial Institutions, and Cetera Financial Specialists .
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Consulting, Information Technology, and Sales Referrals increase your chances of interviewing at Cetera Financial Group by 2x Sign in to set job alerts for “Professional Services Specialist” roles.
Irving, TX $98,175.00-$115,500.00 2 weeks ago Solutions Engineer- Logs Management & Analytics (Remote, United States)
Advanced Analytics Analyst - Strategic Insights
Irving, TX $105,400.00-$124,000.00 2 weeks ago Dallas-Fort Worth Metroplex $80,000.00-$90,000.00 2 weeks ago Dallas, TX $56,000.00-$64,000.00 2 weeks ago Plano, TX $72,400.00-$103,400.00 3 hours ago Delivery Consultant - Cloud Infrastructure, Professional Services, Cloud Platform and Migrations
Dallas, TX $118,200.00-$204,300.00 2 days ago Operations Analyst Subject Matter Expert
Dallas, TX $100,000.00-$102,000.00 4 days ago Work from Home in United States (Spanish speaker)
Dallas, TX $84,000.00-$88,000.00 4 days ago Work from Home in United States (Spanish speaker)
Irving, TX $77,400.00-$135,400.00 2 months ago Application Support and Service Delivery Engineer
Application Support and Service Delivery Engineer
Dallas, TX $195,860.00-$262,010.00 6 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr