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 establishing meaningful connections and serving as a primary point of contact for advisors' clients. 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 Skills 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 High School diploma or equivalent Banking/Financial experience Call Center experience Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills Benefits Competitive performance-based bonus 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.