Cetera Financial Group is excited to welcome a Service Professional to our team. This is a fantastic opportunity to join our dedicated office in St. Cloud, MN, and play a pivotal role in providing exceptional customer service to our clients.
Your Role: As a Service Professional at Cetera Financial Institutions, your primary responsibility will be to create Raving Fans by delivering outstanding service. You will strive to build and maintain strong client loyalty and contribute to the creation of the world's most referable platform.
- Manage complex and escalated inquiries from financial professionals and customers with confidence.
- Offer comprehensive support to clients regarding brokerage operations, advisory accounts, transfers, and direct business.
- Assist clients in navigating and utilizing various systems associated with our Broker/Dealer.
- Meet minimum call handling requirements and quality review scores while following your assigned work schedule.
- Accurately document each client interaction using the CRM (Client Relationship Management) tool.
- Work independently within a collaborative team setting to assist callers efficiently.
- Engage in special projects as assigned to enhance service delivery.
- Provide training and support on departmental processes and system navigation.
What You Bring: - 1+ years of call center experience.
- 1+ year of proficiency with Microsoft Office tools.
- High School diploma or GED is required.
- Proven skills in problem resolution, organization, and follow-up.
- A success-driven attitude towards service excellence.
Stand Out With: - A genuine passion for delivering top-notch customer service.
- Exceptional communication and interpersonal skills.
- A keen eye for detail and strong organizational abilities.
- Responsiveness to coaching and a willingness to learn.
- Ability to work effectively both independently and as part of a team.
- An understanding of the Financial Services Industry and our role within it.
- Experience in banking is a plus.
- A college degree or equivalent experience is desirable.
Compensation: The base annual salary range for this role is $42,000 - $50,000, along with potential annual bonuses. The base salary may vary based on a range of factors, including skills, experience, certifications, and location.
Join our team and help us provide exceptional service to our clients.