Senior Service Professional

Cetera is currently seeking a Senior Service Professional for our Service Experience team located in Dallas, TX. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients. There is potential for this to be a hybrid role based on a successful training period. This ais a hybrid position. To be considered for this role, you must be located near Dallas, TX. Core Responsibilities: • Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships. • Establishing oneself as the primary point of contact for advisors’ clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution • Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements. • Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements. • Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up. • Provide in person/virtual training to clients and advisors, as well as utilize experience to provide training to peers on complex topics as necessary. • Able to assist with complex cases and escalations from Service Professionals • Other duties as assigned. Required Knowledge, Skills, and Abilities: • Strong communication skills • Organizational skills • Attention to detail • Analytical thought processor • Ability to multi task • Adaptable to change in a fast-paced environment • Courteous and empathetic to client concerns • Superior listening skills • Positive role model to colleagues • Team player attitude • Energetic and results-oriented • Demonstrate a real passion for providing a high level of customer service • Processing Experience: Prior experience in processing financial transactions such as journals, distributions, and check requests are highly desirable. Desired Knowledge, Skills, and Abilities: • Call Center experience • Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills • Familiarity with Schwab, Fidelity or Pershing in systems like Orion and Envestnet • Licensing (SIE or other FINRA Licensing) Minimum Required Education & Experience: • High School Diploma or GED • 1 year’s applicable experience • 1 years of experience with MS Office tools • Licensing (if applicable) Travel Requirements: No Travel Required Compensation: The salary range for this role is $24.50 - $31.75 plus a competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to a skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to the cost of labor considerations. #LI-Hybrid