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Operations Associate

Company: Cetera Financial Group
Location: Saint Cloud
Posted on: October 16, 2020

Job Description:

Position Title: Annuity Operations Associate What we need:Cetera Financial Group is currently seeking a Customer Service Associate for Annuity Operations. This is a unique opportunity to join our team in providing operational support and world class customer service to our clients. What you will do:Provide operational, customer service and administrative support for the Life Insurance Department.Be responsible for daily processing of work associated with the department. This may include: journal entries, account processing, payment solutions, etc.Respond to inquiries from internal and external customers via email, fax, phoneBe a liaison between customers/financial professionals and institutions, including banks, credit unions and clearing firmsPerform various account calculations/reconciliation.Perform research as requested on customer accountsProvide phone support for departmentOther duties as assigned What you need to have:High School Diploma or GED1+ year of experience working in an office environment1+ year of experience with MS Office Really catch our eye with:Specific knowledge of financial services industry and operational processTechnical support resolutionsStrong communication skillsAbility to learn quickly and multi-task effectively in a fast-paced, deadline driven environmentDemonstrated experience delivering excellent problem resolution, organizational and follow-up skillsAttention to detail Our top performers share the following traits:Adaptable to change in a fast paced environmentCourteous and empathetic to client concernsSuperior listening skillsPositive role model to colleaguesTeam player attitudeEnergetic 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 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, 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. 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.

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

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