Cetera Financial Group

We're currently seeking a Service Professional to add to our team in St Cloud, MN.. Provide support to our clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.. Provide support to our clients with the navigation and use of various technological systems associated with the Broker/Dealer. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. 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."

professional

Cetera has a top-notch resource center team that is committed to delivering exceptional customer service. Our team members are highly motivated, empathetic, and passionate about people. They are driven to go above and beyond to ensure that our customers stay satisfied and connected. We're currently seeking a Service Professional to add to our team in St Cloud, MN. What you will do:
Handle complex and escalated phone calls from representatives and customers to resolve issues
Provide support to our clients in all aspects of their business, including brokerage operations, advisory accounts, transfers, direct business, etc.
Provide support to our clients with the navigation and use of various technological systems associated with the Broker/Dealer
Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.
Utilize the CRM (Client Relationship Management) tool to accurately record and note each call.
Participate in special projects as assigned.
Provide training support on department processes and system navigation.
What you need to have:
High School Diploma or GED
1+ years of experience working in Customer Service What is nice to have:
1+ years of experience working with Microsoft Office programs
Previous experience in the Finance industry ABOUT US
What we give you in return: 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 days of paid volunteer time off (VTO) 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, Cetera Financial Specialists, and First Allied Securities.
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.

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