Cetera Financial Group · 1 month ago
Senior Service Professional
Dallas, TX, United States
Full-time
Hybrid
Mid, Senior Level
1+ years expCetera Financial Group is currently seeking a Senior Service Professional for their Advisor Support team. This role involves providing operational support and world-class customer service to clients while fostering meaningful connections with advisors and their teams.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships
Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution
Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements
Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements
Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up
Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training to peers on complex topics as necessary
Able to assist with complex cases and escalations from Service Professionals
Other duties as assigned
Qualification
Required
Strong communication skills
Organizational skills
Attention to detail
Analytical thought processor
Ability to multi task
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
Demonstrate a real passion for providing a high level of customer service
High School Diploma or GED
1 year's applicable experience
1 years of experience with MS Office tools
Licensing (if applicable)
Preferred
Call Center experience
Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet
Licensing (SIE or other FINRA Licensing)
Processing Experience: Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable
Benefits
Competitive performance-based bonus
Company
Cetera Financial Group
Cetera Financial Group is a privately-held, independent broker-dealer and investment adviser families.
1001-5000 employees
H1B Sponsorship
Cetera Financial Group has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (3)
2023 (5)
2022 (2)
2021 (2)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2023-10-04Private Equity
2018-07-17Acquired
Leadership Team
Michael Durbin
Chief Executive Officer
Dan Burkott
Chief Compliance Officer - Tax Channel
Recent News
2026-01-22
2026-01-07
2026-01-07
Company data provided by crunchbase