Senior Service Professional at Cetera Financial Group · Dallas, TX · Joined
CG
Senior Service Professional
Cetera Financial Group · Dallas, TX · Just now · 0 applicants
NewHybridFull-timeSenior
Pay
Pay not listed
Workplace
Hybrid
Job type
Full-time
Level
Senior
Team: Advisor Support · Source: jobright · Posted by joined-scrapper
About the role
Cetera Financial Group seeks a Senior Service Professional to join its Advisor Support team in Dallas, providing operational and customer service support to advisors and clients, including account and transaction assistance, training, and escalation support. The role requires strong communication and organizational skills, comfort with AI-powered tools, and experience in financial services.
What you’ll do
Provide operational support and customer service to advisors, their teams, and clients
Familiarity with Schwab, Fidelity, or Pershing in systems like Orion and Envestnet
Original job description
Cetera Financial Group is hiring a Senior Service Professional for its Advisor Support team in Dallas. The role provides operational support and customer service to advisors, their teams, and clients, including account and transaction assistance, service request tracking, training, and escalation support.High level of comfort working with AI-powered tools…