Oracle Cloud ERP · 11 hours ago
Service Professional
Saint Cloud, MN, United States
Full-time
Onsite
Entry Level
$21/hr - $24.05/hr
1+ years expCetera Financial Institutions is seeking a Service Professional to join their team in St. Cloud, MN. The role involves delivering excellent service to clients, handling complex issues, and providing operational support to enhance client loyalty.
Information Technology & Services
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
Oracle Cloud ERP
Oracle Cloud ERP is a software as a service, SaaS, solution for businesses to control and manage multiple facets of their business.
10001+ employees
Funding
Current Stage
Late StageCompany data provided by crunchbase