Customer Service - Flex Service Representative

This person supports Financial Advisors (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. Answer phones, schedule appointments, and prepare materials for client Aid registered representatives in preparing client illustrations, graphs, Prepare and complete client paperwork and follow up tasks to support Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. • Maintain client records and retention management within corporate Conduct proactive outreach to clients and registered representatives on Cetera departments to ensure clients’ expectations for timely service delivery Educate clients on account services, capabilities, and new technology. • Complete required corporate training on new technologies and follow implementation guidelines. • Work with Advisor(s) through weekly meetings to help maintain Advisors High School Diploma or GED • Experience in an administrative or customer service role • Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability Previous experience in assisting Registered Representatives/Financial Financial services and/or banking background • Bachelor’s degree in Finance, Business, Marketing, or Communications • telephone • uses discretion with confidential information • Not many teams can say that they support people’s dreams coming to life… salary and for full-time roles, a benefits package including:

* Inclusive health, dental, vision and life insurance plans built to support 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days recharge, and give back to their communities. * 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 Health Savings and Flexible Spending Account options to help you save money 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. the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

"Cetera Financial Group [ refers to the network Networks), Cetera Investment Services LLC (marketed as Cetera Financial Cetera Financial Group is committed to providing an equal employment opportunity Accordingly, all employment decisions at Cetera Financial Group, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress Please review our Workforce Privacy Policy [ details on what information we collect and the purposes for collection.