- Provide day to day leadership and support to Technology Services Associates
- Create and maintain service standards for daily operations, client service, and client retention
- Analyze, establish, implement, and monitor operational goals using statistical data to determine workload, productivity, and effectiveness of team
- Conduct regular staff meetings to ensure team adherence to compliance rules and regulations
- Assist team by interpreting, researching, and resolving the most complex call inquiries and escalations with limited support
- Responsible for decisions regarding employment, performance appraisals, training, disciplinary actions, and salary recommendations
- Cultivate a culture of continuous improvement and learning by providing feedback to associates on all performance measures and developing career path and skills enhancement opportunities
- Assist with taking calls and providing back-up support to the Team Lead or the Manager during peak or critical times, as needed
- Partner with senior management to establish goals and develop strategy
- Represent Cetera and the Technology Services by presenting at conferences and other events, as needed, up to 10% of time possible
- Bachelor's degree or equivalent experience
- Excellent management skills, solid understanding of call volume management procedures
- Proven experience in positively managing and coaching others towards high performance
- Robust verbal and written communication skills
- Able to understand end-to-end processes and their interdependencies
- 3 to 5 years BD/Financial Services experience
- Licensing:
- Series 7 and 66: strongly preferred and or willing to obtain
- Strong organizational skills and the ability to manage multiple priorities
- Exceptional analytical skills, ability to solve diverse and complex problems with limited precedents or guidelines
- In-depth understanding of Cetera and our industry
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship
- Easy access to mental health benefits to meet our team members and their families where they are
- 20+ days of paid time off (PTO), paid holidays, and 2 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities
- 401(k) Savings plan with a generous company contribution (up to 5%), and 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 foster
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
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Supervisor, Advisor Tech Services - El Segundo, United States - Cetera Financial Group
Description
Job DescriptionCetera Financial Group is currently seeking an Advisor Tech Services Supervisor for our AdviceWorks Support Team - Technology Services. This is a unique opportunity to provide top notch leadership to a team of Associates and deliver world class customer service to our Advisors and their support staff. Our successful Advisor Tech Services Supervisors thrive on being able to work in a fast paced, evolving, high volume and structured environment while driving functional results and cultivating a positive continuous improvement culture. This is a hybrid role in one of our office locations: El Segundo, San Diego, Dallas, Schaumburg, Des Moines, St Cloud, St Paul, Atlanta, Boca Raton, Denver, and Enfield.
What you will do:
The base annual salary range for this role is $55,000 - $80,000, 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.
#LI-Hybrid
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
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. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
