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Operations Associate

Company: Cetera Financial Group
Location: Saint Cloud
Posted on: October 14, 2020

Job Description:

Position Title : Operations Associate, Cetera Investment Services Account Transfers Team What we need : Cetera Investment Services is currently seeking an Operations Associate within the Account Transfers Department for our company---s office located in St. Cloud, Minnesota. This is a unique opportunity to join our team to provide operational support and world class customer service to our broker dealer clients. What you will do: Provide the clients and financial professionals of Cetera Investment Services operational support in transferring investment assets in and out of Cetera Investment Services brokerage accounts Learn about our business and develop expertise in BD operations, processing and service as a stepping stone for acquiring additional responsibilities. You will partner with your manager to understand all position requirements and ensure key metrics are achieved. Process daily transitions while meeting process requirements, SLA---s and achieving quality metrics. You will partner with other team members to ensure financial professionals experience consistent, high-quality customer service. You will proactively work to identify and resolve potential problems with respect to operational issues. Respond to inquiries from internal as well as external customers via email, fax and phone in a timely fashion. You will build relationships across multiple functions and act as a liaison between customers/financial professionals and institutions, including banks, credit unions and clearing firms. You will perform detailed research as requested on customer accounts and respond on time. Provide phone support for department. Comply with processes and procedures of the team and regulatory requirements. You will complete other duties as assigned. What you need to have: High School Diploma required 1 years of operations experience 1 years in Microsoft Office tools Really catch our eye with: Bachelor---s degree 1 years--- experience in the financial services industry or educational background in finance or investments. Top notch communication and interpersonal skills Keen eye for detail Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills Invested interest in learning multiple functional areas Our top performers share the following traits : Customer service champion; willing to go the extra mile to meet our clients--- needs Flexible and adaptable to change Courteous and empathetic to client concerns Superior listening skills Positive role model to colleagues Excited to learn new skills; highly responsive to coaching and training Independent; able to work and resolve complex issues with minimal guidance Ability to learn quickly and multi-task effectively in a fast-paced environment Team player attitude Energetic and results-oriented 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 Group Cetera Investment Services, a Cetera Financial Group-- ("Cetera") company 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, First Allied Securities, and Summit Brokerage Services. 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.

Keywords: Cetera Financial Group, Saint Cloud , Operations Associate, Other , Saint Cloud, Minnesota

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