Service Professional
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are seeking a Service Professional to provide operational support and world-class customer service to clients, acting as the primary point of contact for advisors’ clients and addressing queries regarding brokerage operations. 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 utilize experience to provide training to peers on complex topics as necessary Able to assist with complex cases and escalations from Service Professionals Skills Strong communication skills Organizational skills Attention to detail Analytical thought processor Ability to multi task 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 Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable High School Diploma or GED 1 year's applicable experience 1 years of experience with MS Office tools Licensing (if applicable) Call Center experience Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet Licensing (SIE or other FINRA Licensing) Benefits 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 plus 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. Company Overview Cetera 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 Company H1B Sponsorship Cetera Financial Group has a track record of offering H1B sponsorships, with 3 in 2026, 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.