Operations Engineer ensuring stable production of power and participation in technology development at Avedøre Power Station. Collaborating in the operational team for Denmark's largest power plants.
About the role
- 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.
Responsibilities
- Producing and Maintaining Advisory Accounts – supporting and resolving maintenance on Advisory Account work items related to Cetera Financial Group’s Advisory Programs.
- Understanding of the Advisory Operations business and established knowledge around brokerage operations New Accounts, Money Movement, and Maintenance.
- Partner with your Operations Lead and/or Team Lead to understand all position requirements and ensure key metrics are achieved and within Service Level Agreements.
- Cross train team members with the foundation of the Specialty Operations role.
- Proactively work to identify and resolve potential problems with respect to operational issues.
- Respond to inquiries from internal as well as external customers via Sales Force, email, mail (if applicable), and phone (if applicable) in a timely fashion.
- Handle complex cases that require detailed research as requested on customer accounts, respond on time.
- Clearly communicate ideas, escalations, and operational awareness to Team Leads, Operations Team Leads, and leadership.
- Provide clients and advisors with operational support around Financial Planning operations.
- Responsible for low to mid escalations, partnering with Operations Team Lead and leadership to help resolve.
- Shared responsibility related to reviewing and completing compliance audit reviews of plans.
- Process daily work items while meeting process requirements, SLA’s and achieving quality metrics.
- Partner with other team members to ensure advisors experience consistent, high-quality customer service.
Requirements
- Series 7 licensed
- 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
- High School Diploma or GED
- 3 years’ experience in the financial industry
- 1 years of experience with MS Office tools
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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