Cetera Financial Group→
Service Professional at Cetera Financial Group in St Cloud, MN
Entry LevelHybridFull-timeSt Cloud, MN$40k–$50k/yr
Skills
call center experiencemicrosoft officeproblem resolutionfollow up skillssuccess driven personality
Job Description
Summary: Cetera Financial Group is currently seeking a Service Professional for their team located in St. Cloud, MN. The role involves delivering excellent service to clients, handling complex issues, and providing operational support to ensure client loyalty.
Responsibilities:
- 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
Required Qualifications:
- 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
Required Skills: Call center experience, Microsoft Office, Problem resolution, Follow up skills, Success driven personality
Benefits: Competitive performance-based bonus
Benefits
Competitive performance-based bonus