Advisor Tech Services Professional

Job Description

Cetera is currently seeking an Advisor Tech Services Professional for our Advisor Tech Services team located in El Segundo, CA. 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.

In the role of Advisor Tech Service Professional, you will be responsible for creating raving fans by delivering excellent support to all of our advisor's end clients. The goal is to build and maintain client loyalty as well as create the world's most referable platform.

Core Responsibilities :

• Respond to telephone support inquiries from Financial Advisors, their supporting staff in the field, and end clients.
• Provide ongoing service-focused support for all aspects of Cetera web portals, identify trends, and report trouble tickets to tier 2 support.
• Provide support to our advisors and end-clients with the navigation and use of various systems associated with the Broker / Dealer
• Troubleshoot and resolve product or service problems; determining the cause and explaining the best solution to resolve the issue
• Resolve less complex problems immediately and direct complex inquiries to the IT Support team and / or vendor for resolution
• Utilize the CRM (Client Relationship Management) tool to record calls and the status of all requests
• Provide follow-up to ensure full customer satisfaction
• Escalate requests to or consult with senior staff when the solution is unclear
• Report problems with procedures and make suggestions for improvement
• Provide support to our clients in all aspects of the Cetera Client and Advisor Portals
• Maintain high-level standards of call handling requirements and quality review scores while adhering to the assigned work schedule

Required Knowledge, Skills, and Abilities :

Desired Knowledge, Skills, and Abilities :

Minimum Required Education & Experience :

Travel Requirements : No Travel Required

Compensation : The base hourly range for this role is $22.60-27.40, plus a competitive performance-based bonus. Base hourly pay depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

About Us

What we give you in return :

Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including :

About Cetera Financial Group :

Cetera 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 an independent financial advisor network and 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,and Cetera Financial Specialists.

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.

Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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