Senior Specialty Operations Professional supporting Advisory Billing and Reporting team in San Diego, CA. Responsible for operational support and customer service within financial advisory operations.
CN
Cnect
Currently Hiring
About the company
The world's best hiring software designed to redefine applicant engagement and relationship management.
With ground breaking features, Cnect empowers hiring teams to effortlessly cultivate candidate relationships, streamline communication, and visualize the entire hiring pipeline in one intuitive platform.
From personalized engagement strategies to seamless candidate tracking, our solution transforms the way you attract and manage top talent, ensuring a smooth and efficient hiring process.
Say hello to a new era of applicant engagement and relationship management with Cnect.
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8 jobs found
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Head of MDM leading strategy and implementation of enterprise MDM function for wealth management firm. Ensuring master data is accurate, consistent, and trusted across the organization.
Annuities Sales Specialist managing relationships with agents and advisors for NFG, a Cetera Financial affiliate. Strengthening connections through e - marketing, calls, and networking.
Senior Manager, Internal Audit leading audit process and risk management at Cetera. Reporting to Managing Director, guiding the company through various stages of growth.
Retirement Plan Solutions Consultant providing sales support and consulting for retirement plans. Focused on developing advisor relationships in the South region of the United States.
Transition Partner overseeing high - value advisor transitions at Cetera Wealth Services. Establishing relationships and managing complex project phases for a seamless transition experience.
Client Services Representative supporting Financial Advisors with client paperwork and transactions. Enhancing customer service levels while managing client relationships and communications.