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Sales Office Associate

Company: Cetera Financial Group
Location: Saint Cloud
Posted on: May 15, 2019

Job Description:

Position Title: Sales Office Associate What we need: Cetera Investor Center is currently looking for a Sales Office Associate for our team servicing the Specialists book of orphaned accounts. This is a new position to assist the Financial Advisors with the day to day operations of the Team. Providing world class customer service to our clients is our number one priority. Teaming an Office Associate with the Advisors will ensure these relationships are maintained with the personal approach we have developed over the years. What you will do: Provide administrative support to a team of Financial Advisors. This includes, but is not limited to: * Opening new accounts ? internal and with direct partners * Processing all paperwork required for new business ? very high volume * Assisting with customer requests * Maintaining existing accounts * Following up on existing business and/or situations * Documentation of all activities Handle a heavy volume of phone calls * Working with clients to update accounts * Emphasis on service and communication skills * Coverage when Advisors are not available Coordinate Product Partner lunches ? rotating responsibility with other Assistants Customer Service responsibilities * Fulfilling client requests in a timely manner ? 24 ? 48 hours * Recognizing opportunity and referring client to Advisor * Resolving client issues in a professional manner * Escalating issues as needed Compliance responsibilities * Maintaining files to be submitted monthly for review * Complete Firm regulatory requirements annually * Acute attention to detail with regards to identification and AML procedures Mailings * Coordinate bi-monthly mailings thru Redtail and scheduling follow-up calls for Advisors What you need to have * 3 years of experience in Customer service * 3 years of experience with Microsoft Office applications * 1 year of CRM experience * 1 year of Mail Merge experience Really catch our eye with * 1 year of experience within Redtail * Financial services industry designations or licensures such as FINRA Series 7, FINRA Series 66 and/or Life Insurance * Data management experience Top Performers share the following skills * Strong sense of prioritization * Ability to multi-task * Sensitive to client's needs/situation * Strong organizational skills * Attention to detail * Customer service experience * Self-Motivated * Excellent verbal and written communication skills * Team Player * Problem solving * Telephone skills a priority 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. For more information, visit "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, Girard Securities, The Legend Group 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.SDL2017

Keywords: Cetera Financial Group, Saint Cloud , Sales Office Associate, Other , Saint Cloud, Minnesota

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