Cetera Financial Group · 14 hours ago
Service Professional
Saint Cloud, MN, United States
Full-time
Hybrid
Entry Level
$21/hr - $24.05/hr
1+ years expCetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice. They are currently seeking a Service Professional to deliver excellent service to clients, build client loyalty, and provide operational support in a hybrid role.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Handle complex and escalated issues from financial professionals 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
Qualification
Required
1+ year of previous call center experience
1+ year of proficiency with Microsoft Office tools
Must have High School diploma or GED
Demonstrated experience delivering excellent problem resolution, organizational and follow up skills
Success driven personality
Benefits
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 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days 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.
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