Service Professional Apply
Job DescriptionCetera is currently seeking a Service Professional for our IRA team located in St. Cloud. 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 ResponsibilitiesCultivating 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 resolutionProficiently 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 may provide training to peers as necessary. Required Knowledge, Skills, And AbilitiesStrong communication skillsOrganizational skillsAttention to detailAnalytical thought processorAbility to multitaskAdaptable to change in a fast-paced environmentCourteous and empathetic to client concernsSuperior listening skillsPositive role model to colleaguesTeam player attitudeEnergetic and results-orientedDemonstrate a real passion for providing a high level of customer service Desired Knowledge, Skills, And AbilitiesBanking/Financial experienceCall Center experienceDemonstrated experience delivering excellent problem resolution, organizational and follow-up skills Minimum Required Education & ExperienceHigh School diploma or equivalent Travel Requirements: No Travel RequiredThe base annual salary range for this role is $21.00 to $24.05 hourly, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

