Cetera Financial Group · 8 hours ago
Service Professional
St Cloud, MN
Full-time
Onsite
Entry Level
$21/hr - $24.05/hr
1+ years expCetera Financial Group is a leading financial advice firm providing a range of services including wealth management and retirement solutions. They are seeking a Client Support Associate - IRA to deliver excellent customer service, support clients with Individual Retirement Plans, and handle complex issues to build client loyalty.
AdviceFinancial ServicesRetailRetirementWealth Management
Responsibilities
Complete training on the rules and regulations on Individual Retirement Plans (IRA)
Provide support to our clients related Individual Retirement Plans
Handle complex and escalated issues from representatives and customers
Provide support to our clients with the navigation and use of various systems associated with the Broker/Dealer
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 customer service related work
1+ years of proficiency with Microsoft Office tools
Must have a High School diploma or GED
Benefits
Career growth opportunities
A modern office environment with sit/stand desks
4 weeks PTO starting
16 paid volunteer hours
401k program with match
Various Health, Dental and Vision options
Company paid STD/LTD and Life Insurance
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