Senior Service Professional

Cetera is currently seeking a Senior Service Professional for our Service Experience team located in El Segundo, CA.  This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients.  There is potential for this to be a hybrid role based on a successful training period.

Core 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 
•    Other duties as assigned.

Required Knowledge, Skills, and Abilities:
•    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
•    Processing Experience: Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable.

Desired Knowledge, Skills, and Abilities:
•    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)

Minimum Required Education & Experience: 
•    High School Diploma or GED
•    1 year’s applicable experience
•    1 years of experience with MS Office tools
•    Licensing (if applicable)

Travel Requirements: No Travel Required

Compensation:
The salary range for this role is $27.40 - $34.61 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations.

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