Service Professional

$49,000 - $52,000/Yr

Avantax - El Segundo, CA

Full-time - Entry Level

Hybrid - El Segundo, CA

Professional, Scientific, and Technical Services

About the position

The Service Professional role at Cetera is designed for individuals who are passionate about delivering exceptional customer service and building meaningful relationships with advisors and their clients. This hybrid position involves being the primary point of contact for clients, providing comprehensive support throughout their journey, and utilizing advanced technologies to enhance productivity. The ideal candidate will thrive in a dynamic environment and be committed to making a positive impact.

Responsibilities

• Cultivating meaningful connections with advisors, their teams, and clients to foster continuing relationships.
• Establishing oneself as the primary point of contact for advisors' clients, providing comprehensive guidance throughout their journey, assuming responsibility from inception to successful resolution.
• Proficiently addressing queries regarding brokerage operations, advisory accounts, and direct business, spanning from assisting with new account setup to managing transactions and servicing requirements.
• Empowering advisors with exceptional support, harnessing innovative technologies to optimize their productivity and achievements.
• Efficiently utilize our advanced CRM tool to meticulously record and track service requests, ensuring prompt and accurate follow-up.

Requirements

• Minimum 1 year experience working in a call center environment.
• Minimum 1 year experience working in a financial institution/industry.
• Skilled in both written and verbal communication, proficient at effectively engaging with diverse audiences in a polite, professional, and influential manner.
• Embraces flexibility and adapts seamlessly to change in a dynamic and fast-paced environment, thriving on new challenges and opportunities.

Nice-to-haves

• Proficiency in utilizing industry-leading tools like Salesforce, Envestnet, NetX360, Docupace, RedTail, and others.
• Have previous broker-dealer experience.
• Possess a current License; ex: Series 7, 24, 65, 99, etc.

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, 1 paid wellness day and 1 day of paid volunteer time off (VTO).
• 401(k) Savings plan with a generous company contribution (up to 5%).
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.