Service Professional

Cetera Financial Group is currently seeking a Service Professional for their IRA team located in St. Cloud. This role involves providing operational support and world-class customer service to clients, while cultivating meaningful connections and addressing queries regarding brokerage operations and advisory accounts.ResponsibilitiesCultivating meaningful connections with advisors, their teams, and clients to foster continuing relationshipsEstablishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolutionProficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirementsEmpowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievementsEfficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-upProvide in person/virtual training to clients and advisors, as well as may provide training to peers as necessarySkillsStrong communication skillsOrganizational skillsAttention to detailAnalytical thought processorAbility to multitaskAdaptable to change in a fast-paced environmentCourteous and empathetic to client concernsSuperior listening skillsPositive role model to colleaguesTeam player attitudeEnergetic and results-orientedDemonstrate a real passion for providing a high level of customer serviceHigh School diploma or equivalentBanking/Financial experienceCall Center experienceDemonstrated experience delivering excellent problem resolution, organizational and follow-up skillsBenefitsCompetitive performance-based bonusCompany OverviewCetera Financial Group is a privately-held, independent broker-dealer and investment adviser families. It was founded in 2010, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.cetera.com.Company H1B SponsorshipCetera Financial Group has a track record of offering H1B sponsorships, with 7 in 2025, 3 in 2024, 5 in 2023, 2 in 2022, 2 in 2021. Please note that this does not guarantee sponsorship for this specific role.



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