Ira-Client Support Associate

Cetera Financial Group Saint Cloud , MN 56372

Posted 6 months ago

Position Title: Client Support Associate - IRA

What we need:

Cetera Financial Group is currently seeking a Client Support Associate for our IRA team located in St. Cloud, MN. This is a unique opportunity to join our team to provide customer service to our clients.

What you will do:

As a Client Support Associate at Cetera Investment Services, you will be responsible for creating raving fans by delivering excellent service to our clients. The goal is to build and maintain client loyalty as well as to create the world's most referable platform.

  • Handle complex and escalated issues from representatives and customers.

  • Provide support to our clients in all aspects of their business. This will include brokerage operations, advisory accounts, transfers, direct business, etc.

  • Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer

  • Maintain minimum call handling requirements and quality review scores while adhering to assigned work schedule.

  • Utilize the CRM (Client Relationship Management) tool to accurately record each call.

  • Work independently within the team to assist callers without requiring outside assistance.

  • Participate in special projects as assigned.

  • Provide training support on department process and system navigation.

What you need to have:

  • High School Diploma or GED required

  • Minimum 1 year customer service experience

  • Minimum 1 year of working with Microsoft Office

Really catch our eye with:

  • Ability to multitask, detail oriented, and strong organization skills.

  • Ability to demonstrate a real passion for providing high level of customer service.

  • Highly responsive to coaching and training.

  • Adaptable to change in a fast paced environment.

  • Excellent interpersonal communication skills.

  • Demonstrate excellent problem resolution, organizational and follow-up skills.

  • Show an understanding of the Financial Services Industry and our role in it.

  • Able to resolve complex issues with minimal guidance.

  • Able to work well independently and within a team environment

  • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills

  • Top notch communication and interpersonal skills

  • Keen eye for detail

Our top performers share the following traits:

  • Adaptable to change in a fast paced environment

  • Courteous and empathetic to client concerns

  • Superior listening skills

  • Positive role model to colleagues

  • Team player attitude

  • Energetic and results-oriented

What we give you in return:

Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.

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 the second-largest independent financial advisor network in the nation by number of advisors, as well as 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, First Allied Securities, and Summit Brokerage Services.

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.


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Ira-Client Support Associate

Cetera Financial Group