Operations Professional

Cetera is currently seeking an Operations Professional 1 for our Transitions team located in Des Moines, IA. 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:

• Provide high-level operational, customer service, and administrative support in our Transitions department. 
• Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc.
• Respond to email inquiries from internal and external customers including registered representatives regarding account status, account changes and process. 
• Perform research as requested on customer accounts.
• Partner with other team members to ensure financial professionals experience consistent, high-quality customer service.
• Comply with processes and procedures of the team and regulatory requirements.

• Other duties as assigned. 

   

Required Knowledge, Skills, and Abilities:

• Flexible and adaptable to change
• Strong communication and organizational skills
• Positive role model to colleagues
• Highly responsive to coaching and training
• Independent; able to work and resolve complex issues with minimal guidance
• Ability to learn quickly and multi-task effectively in a fast-paced environment
• Team player attitude

• Energetic and results-oriented

   

Desired Knowledge, Skills, and Abilities:

• Previous experience in the Finance industry
• Bachelor’s degree
• Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills

• Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments 

   

Minimum Required Education & Experience: 

• High School Diploma or GED
• 1+ years operations experience
• 1+ years of experience with MS Office tools 
• Travel Requirements: No Travel Required