Technician preparing prototypes and executing tests on flexible tubes and equipment for diverse internal demands and product approval. Collaboration with multiple teams in a structured operational environment.
About the role
- Elite Operations Professional providing operational support and world-class customer service at Cetera Financial Group. Handling a variety of tasks including account processing and customer inquiries.
Responsibilities
- Provide high-level operational, customer service, and administrative support in our Clearing Services department.
- Be responsible for daily processing of work associated with the department. This may include journal entries, account processing, payment solutions, etc.
- Respond to telephone/email/chat or written correspondence inquiries from internal and external customers including registered representatives regarding account status, account changes and process.
- Perform research as requested on customer accounts.
- Partner with other team members to ensure financial professionals experience consistent, high-quality customer service.
- Comply with processes and procedures of the team and regulatory requirements.
- Responsible for mid to high level escalations partnering with department leadership to resolve issues with clients / Advisors.
- Train and mentor other Senior/Operations Professionals
- Manage workflow and productivity of the team, escalating to Leadership as necessary.
- Maintain department documentation
- Know how to access written supervisory procedures (WSPs) for the teams and processes supported
- Act as a Subject Matter Expert for the department
- Other duties as assigned.
Requirements
- High School Diploma or GED
- 3 years of experience in the financial industry
- 3 years of experience with MS Office tools
- Licensing (if applicable)
- Ability to multi-task
- Flexible and adaptable to change
- Strong communication and organizational skills
- Positive role model to colleagues
- 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
- Interest in coaching and mentoring others
- Demonstrated experience delivering excellent problem resolution, organizational and follow-up skills
- Ability to multi-task while staying on track with regulatory deadlines, field inquiries, and internal assignments.
- Bachelor’s Degree
Benefits
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
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