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Client Support Associate

Company: Cetera Financial Group
Location: Denver
Posted on: June 14, 2018

Job Description:

Position Title: Client Support Associate, Cetera Advisors What we need: Do you thrive on being able to work in a fast-paced, evolving, high volume, and structured environment? Do you enjoy doing puzzles and solving problems? Are you passionate about providing exceptional service to clients/customers? This may be the opportunity for you! Cetera Advisors is currently seeking a Client Support Associate for our company's office located in Denver, CO. This is a unique opportunity to join our team to provide operational support and world-class customer service to our broker-dealer clients and maintain their loyalty to our industry-leading business platform. What you will do: The Resource Center serves as one of the primary points of contact for our advisors, their office staff, and their clients. This position will be responsible for providing high quality support to our clients in all aspects of their business including brokerage operations, advisory accounts, transfers, direct business, etc. Job duties include:

  • Develop one-on-one relationships with advisors, their staff, and end clients
  • Work independently to assist callers with tailored support to meet their needs
  • Serve as the caller's primary point of contact and own the caller's issue from start to finish
  • Quickly and thoughtfully handle complex and escalated issues from representatives and customers
  • Provide support on various computer systems associated with the Broker/Dealer
  • Maintain minimum call requirements and quality review scores while adhering to assigned work schedule
  • Utilize CRM (Client Relationship Management) tool to accurately record and track calls
  • Participate in special projects and team accountabilities including training and support of internal and external contacts What you need to have:
    • High School Diploma
    • 2 years of experience working in client-service or call center Really catch our eye with:
      • Bachelor's degree in Finance, Accounting or Business
      • 1 years of work experience in the financial services industry
      • 2 years of experience delivering excellent problem resolution, organizational and follow-up skills
      • Previous exposure to client servicing and/or account management highly desirable
      • Demonstrated experience communicating orally and in writing Our top performers share the following traits:
        • Personal integrity, responsiveness, professionalism and ambition; strong work ethic
        • Demonstrated experience communicating orally and in writing
        • Flexible and adaptable to change
        • Positive role model to colleagues; team player mentality
        • Passion for providing a world class customer service experience to clients 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, Girard 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

          Keywords: Cetera Financial Group, Denver, Client Support Associate, Other, Denver, Colorado

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