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    Client Services Representative - St Cloud, United States - Cetera Financial Group

    Cetera Financial Group
    Cetera Financial Group St Cloud, United States

    3 weeks ago

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    Description


    Job DescriptionAt Cetera, we look at continuous process improvement with the goal of making things more efficient and providing a better experience for our advisors/client and demonstrating a mindset of owning and seeing issues through to completion/resolution.

    We are currently seeking to add a Client Service Representative to our Advisor team based in Saint Cloud, MN.

    This role supports Financial Professionals (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience.

    This role can be part of the Career Pathing program for future opportunities once licensed (Insurance, Series 6 or 7 & 66, which is company sponsored).

    This position will be based in office Mondays
    • Thursdays and offers a work from home opportunity on Fridays.

    What you will do:

    Act as a liaison between the registered representatives and their clients while following FINRA guidelines and limitations due to licensing requirements.

    Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs.

    Maintain an organized filing system following compliance guidelines along with a process for registered representative to support clients and prospects current and future needs.

    Leverage e-sign whenever possible.

    Utilize the Annuity Search Tool, DP Maintenance and Items for Attention to insure deepening the book of business based on client needs, opportunities and a clean paperwork flow.

    Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Processing client distributions - both qualified and non-qualified. Distributing mail and faxes. Provide backup and support to other assistants as needed.


    What you will have:
    High School diploma or equivalent Prior experience in the financial industry helpful Prior office/administration experience preferred Strong verbal communication skills with a client service focus#LI-Onsite
    • Fully on siteAbout UsWhat 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: 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 About Cetera Financial Group:

    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.
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