Client Support Associate

Location: Remote

Cetera Financial Group is currently seeking a Client Support Associate. This is a unique opportunity to join our team to provide customer service to our clients. As a Client Support Associate at Cetera Financial Institutions, 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.

What you will do:

  • 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 processes and system navigation.

What you need to have:

  • 1+ years of previous call center experience
  • 1+ years of Financial Services / Financial Analysis experience
  • Must have a High School diploma or GED

Really catch our eye with:

  • Demonstrate a real passion for providing a high level of customer service.
  • Demonstrated experience delivering excellent problem resolution, organizational, and follow-up skills
  • Top-notch communication and interpersonal skills
  • A keen eye for detail
  • Highly responsive to coaching and training.
  • Able to work well independently and within a team environment.
  • Show an understanding of the Financial Services Industry and our role in it.
  • College degree or equivalent experience

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.'
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Work Remotely

  • Temporarily due to COVID-19

Job Type: Full-time

Pay: $20.00 - $23.00 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Referral program
  • Vision insurance

Schedule:

  • 8 hour shift

Supplemental Pay:

  • Bonus pay

Education:

  • High school or equivalent (Required)

Experience:

  • Salesforce: 1 year (Preferred)
  • Brokerage: 1 year (Preferred)
  • Financial analysis: 1 year (Required)
  • Call center: 1 year (Required)

Work Location: One location

Posted
11/14/2021
Salary Range
$65,000.00 - 105,000.00
per Year
Salary range estimated by
Location
El Segundo, CA 90245, US
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