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Client Support Associate

Company: Cetera Advisor Networks LLC
Location: Meriden
Posted on: April 30, 2021

Job Description:

What we are looking for:As a result of its recent distinct growth, Cetera Advisor Networks is working to establish an industry-leading, white-glove Client Support team to work within our Resource Center directly in support of our broad network of independent Advisors.Locations:This position has the potential to sit nearby one of our current offices, or for the right candidate, potentially remote from: Arizona, California, Connecticut, Florida, Georgia, Iowa, Kansas, Minnesota, Missouri, New Jersey, New Mexico, Ohio, Oregon, Pennsylvania, WisconsinWhat you will do:The Resource Center serves as one of the primary points of contact for our advisors, their office staff and their clients. This position will be responsible for creating Raving Fans by providing outstanding Red-Carpet service. Our Resource Center Specialists are in a unique position to learn the Independent Financial Advice Business. Associate growth and development is a cornerstone of our firm.This role will be responsible for, but not limited to the following:* Cultivating one-on-one relationships with advisors, their staff, and end clients.* Serve as the Advisor's primary point of contact and own their reason for calling from start to finish.* Responding to questions regarding brokerage operations, advisory accounts and direct business. Topics can range from helping them with new account opening as well as servicing transactions.* Provide support to our advisors with our key technologies.* Utilize CRM tool to accurately record and track service requests and follow-up.* Work closely with other teams to achieve win-win outcomes for our Advisors.What you need to have: * 2+ years of experience with Microsoft Office Programs, Internet, and basic office equipment.* 1+ years of experience in the financial services industry, preferably with an RIA or Broker-Dealer (preferred).* Superior written and communication skills. Communicates courteously, professionally, and effectively in a variety of ways with a diverse audience.* Flexible and adaptable. Expects and embraces change.* Able to multitask in a fast-paced environment.* Leads and energizes their peers.Really catch our eye with: * 2+ years of providing quality Customer Service.* 2+ years of problem resolution in an office environment.* FINRA licenses.* Experience with Pershing or Schwab.* Experience with financial systems such as Salesforce, Envestnet, NetX360, Docupace, RedTail, etc.* Bachelor's degree from a four-year college or university, preferably in Finance, Economics, Business Administration or related field.Our top performers share the following traits: * Listens to fully understand and shows respect for the customer.* Shows sincere concern for their customer's needs, able to build rapport with each customer, finds joy in providing outstanding service, and ability to deliver a tough message in a way the customer can understand and appreciate.* Ability to think on your feet and comfortable taking initiative.* Creative problem solver and takes ownership.* Assesses customer's needs and offers appropriate solutions.* Eager to learn and grow their professional skills.What we give you in return: Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years. About Cetera Financial GroupCetera Financial Group----("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology." Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.Please Note: Cetera does not accept unsolicited Agency resumes. Any unsolicited resumes received from Agencies will be considered property of Cetera unless specifically requested by Human Resources.--Unsolicited resumes will be ineligible for referral fees.Please review our Workforce Privacy Policy--for further details on what information we collect and the purposes for collection

Keywords: Cetera Advisor Networks LLC, Meriden , Client Support Associate, Other , Meriden, Connecticut

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