Senior Specialty Operations Professional

United States·Saint Cloudsenior

Other

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Quick Summary

Key Responsibilities

Provide day-to-day operational support Learn about our business and develop expertise in Broker/Dealer operations,

Requirements Summary

Cetera Financial Group is currently seeking an Operations Associate for our company’s office located in Dallas Texas or St. Cloud Minnesota.

Technical Tools

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Cetera Financial Group is currently seeking a Senior Operations Associate for our company’s office located in Dallas Texas or St. Cloud Minnesota. This is a unique opportunity to join our team to provide operational support and world class customer service to our broker dealer clients.

What we need:

Cetera Financial Group is currently seeking an Operations Associate for our company’s office located in Dallas Texas or St. Cloud Minnesota. This is a unique opportunity to join our team to provide operational support for our fee-based advisory platform and world-class customer service to our broker-dealer clients.

Responsibilities

~1 min read

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Provide day-to-day operational support
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Learn about our business and develop expertise in Broker/Dealer operations, processing and service as a stepping stone for acquiring additional responsibilities
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Process daily transitions while meeting process requirements, SLAs and achieving quality metrics
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Collaborate with other team members to ensure advisors experience consistent, high-quality customer service
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Assist with coaching and training new employees
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Proactively work to identify and resolve potential problems with respect to operational issues
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Respond to inquiries from internal as well as external customers via email, fax, and phone in a timely fashion
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Process daily work associated with fee-based paperwork
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Perform detailed research as requested on customer accounts and respond on time
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Comply with processes and procedures of the team and regulatory requirements
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Other duties as assigned

Requirements

~1 min read

High School Diploma or GED
1+ years of experience working in client service
1+ years of experience working with Microsoft Office programs
Detailed oriented

1+ years of work experience in the Financial Services Industry
Previous exposure to client servicing and/or account management highly desirable
Bachelor's Degree
Series 7