Service Professional
Full Job Posting
What you will do:
- 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
- What you need to have:
- 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
- The base annual salary range for this role is $20.20 - $25.00 hourly, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
- #LI-Onsite
Qualifications
- 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
Preferred Qualifications
- The base annual salary range for this role is $20.20 - $25.00 hourly, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
About Cetera Financial Group Inc
Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
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