Client Support Associate
Company: Cetera Financial Group
Location: Saint Cloud
Posted on: June 7, 2021
What you will do:
As a Client Support Associate at Cetera Financial Institutions,
you will be responsible for creating Raving fans by delivering
excellent service to our clients. The goal is to build and maintain
client loyalty as well as to create the world's most referable
- Handle complex and escalated issues from representatives and
- 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
What you need to have:
- 1+ year of previous call center experience
- 1+ year of proficiency with Microsoft Office tools.
- Must have High School diploma or GED
Really catch our eye with:
- Demonstrate a real passion for providing high level of customer
- Demonstrated experience delivering excellent problem
resolution, organizational and follow-up skills
- Top notch communication and interpersonal skills
Keen eye for detail
- Highly responsive to coaching and training.
- Able to work well independently and within a team
- Show an understanding of the Financial Services Industry and
our role in it.
- College degree or equivalent experience
Our top performers share the following traits:
- Adaptable to change in a fast paced environment.
- Courteous and empathetic to client concerns
- Superior listening skills
- Positive role model to colleagues
- 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.
Keywords: Cetera Financial Group, Saint Cloud , Client Support Associate, Other , Saint Cloud, Minnesota
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